IDM. Reference Guide. Integrated Data Manager. Document Rev /09

Transcription

1 IDM Integrated Data Manager Reference Guide Document Rev /09

2

3 Reference Guide

4 Revisions Issue Date Revisions /06 New document /06 Revised sections for License, Device and Troubleshooting. Added sections on Searching and Terminal. Added section for FAQ /07 Minor formatting edits throughout; standard Honeywell footers, and so on. Minor updates to sections on Licensing, Before You Begin, Key Item /07 IGT device. Searching slots /08 Updates to device configuration for NCR and Micros New: device configuration of HVA People Counter /08 Added new section: Adding a Retalix ScanMaster Interface /09 Added new section: Adding a Ballys Slot Machine Interface; added procedures for adding HRDP and Hitron DVRs; added procedures for searching for Coin Counter Transactions and People Counter Information; changed some images 4

5 IDM Reference Guide Contents 1 Introduction Overview of IDM IDM Features Before You Begin Prerequisites System Requirements Hardware Requirements Software Requirements Enabling Ports on the Local Machine Ports for an IDM Server Ports for an IDM Database Server Ports for Devices or DVRs Setting Monitor Properties for Viewing IDM Screens Synchronizing Time Among the IDM Server, POS and DVR IDM Installation Installing IDM All Scenarios Installing the IDM Client Installing the IDM Server Installing the IDM Player Installing the IDM Client and Server (and Player Optionally) Completing the Installation All Scenarios IDM Upgrade, Removal or Modification Overview Modifying IDM Upgrading IDM Uninstalling IDM Uninstalling IDM Using the Control Panel Uninstalling IDM Using Setup.exe or the Programs Menu IDM Startup Starting the IDM Utility Purchasing the License Checking License Information Working with Grids and Setting User Preferences Sorting of Grid Contents Re-arranging the Columns in a Grid IDM Configuration IDM Settings Configuring Servers Document Rev /09

6 Contents Adding a New Server What is a Localhost? Server Management Configuring Digital Video Recorders (DVRs) Adding a New DVR Configuring Cameras Configuring Devices Adding a 2066 POS Device Adding a 21xx POS Device Adding a 21xx GSM Device Adding an InfoGenesis Device Adding an IGT Device Adding a Micros 3700 Device Adding a Micros 8700/9700 Device Adding a Rapid Eye Device Adding a 21xx ATM Device Adding a 2066 ATM Device Adding a Wayne Nucleus Device Adding a Honeywell MRSP Device Adding a Honeywell Data Interface Device Adding a Radiant Device Adding an NCR Device Adding a NetPit (ATM) Device Adding a Pinnacle Device Adding a MAXPRO Device Adding a Retalix ScanMaster Interface Adding a Ballys Slot Machine Interface Configuring and Monitoring People Count Terminals Pre-configuration Adding an ActiveEye Device Adding an HVA Terminal Testing HVA People Counting Configuring Terminals Adding a New Terminal for a Device Adding a New Terminal Using the Terminals Option Finding a Terminal in the Terminal List Sorting the Terminal List Exporting the Terminal List Mapping Terminals and Cameras Mapping Terminals to a Camera Mapping Cameras to a Terminal Configuring Exceptions Setting Exceptions for POS Transactions Setting Exceptions for ATM Transactions Saving and Loading Exceptions Editing an Exception Enabling, Editing, Resetting, Deleting and Saving Exceptions Configuring Terminal Groups Adding a New Terminal Group Configuring Camera Groups Adding a New Camera Group Roles and Users Configure Roles Adding a New Role Configure Users Importing Windows Users

7 IDM Reference Guide Adding a New User Live Video Viewing Live Video Viewing Recorded Clips from a Specified Time Bookmarking Video for Retrieval Viewing by Terminal Group Viewing by Camera Group Multiple Views of the Live Video Window Monitor Exceptions Viewing Exceptions Searching for and Reporting Transactions Searching for Transactions Search for POS Transactions Search for ATM Transactions Search for Transactions from Slots Search for Coin Counter Transactions Search for People Counter Information Generating a Report of the Search Results ing Reports Recording Clips and Saving Search Criteria Saved Searches and Reports Bookmarks Viewing Bookmarked Transactions Record and Play Video Clips Recording Clips Playing Clips Controlling the IDM Player Appendix A Troubleshooting Installation Unable to Update the Database Checking for Sound Cards Checking for Audio and Video Codecs Checking for MPEG 3 Layer Audio Codecs Checking for Video Codec Checking on IDM Server Properties Checking the Running of the SQL Server Checking if TCP/IP Protocol is Enabled for SQL Server Checking IDM Server Status Checking for Firewall Restrictions Connectivity Checks Between IDM, DVRs and Devices When IDM is Installed in a Fusion Box When IDM Communicates with Rapid Eye DVR When Configured with Enterprise DVR When Configured with Micros 3700 Device Missing Data Appendix B Frequently Asked Questions Licensing Issues Audio and Video IDM Server IDM-DVR Connectivity Document Rev /09

8 Contents Common FAQs Index

9 IDM Reference Guide Figures Figure 2-1 Local Area Connection Properties Figure 2-2 Internet Protocol (TCP/IP) Properties Figure 2-3 Advanced TCP/IP Settings Options Figure 2-4 TCP/IP Filtering Figure 2-5 Add Filter Figure 2-6 TCP/IP Filtering Example Figure 2-7 Setting Display Properties Figure 2-8 Setting the Font Size Figure 2-9 Setting Date and Time Properties Figure 2-10 Selecting the Time Zone Figure 3-1 Preparing Setup Figure 3-2 Software License Agreement Figure 3-3 Choosing a Destination Location Figure 3-4 Changing the Destination Folder Figure 3-5 Selecting Features Figure 3-6 Selected Features IDM Client Only Figure 3-7 Specifying the Central Server Information Figure 3-8 Selected Features IDM Server Only Figure 3-9 Setting the Central Server Figure 3-10 Specifying the Central Server Information Figure 3-11 Selected Features IDM Player Only Figure 3-12 Selected Features All Features Figure 3-13 Setting the Central Server Figure 3-14 Specifying the Central Server Information Figure 3-15 Beginning the Installation Figure 3-16 Installing IDM Figure 3-17 Installation Complete Figure 4-1 Preparing Setup Figure 4-2 Selecting Modification Option Figure 4-3 Selecting the Features Figure 4-4 Modification Complete Figure 4-5 Preparing Setup Figure 4-6 Selecting Modification Option Figure 4-7 Configuration in Progress Figure 4-8 InstallShield Wizard Complete Document Rev /09

10 Figures Figure 4-9 Preparing Setup for Uninstallation Figure 4-10 Confirming Removal of the Selected Application Figure 4-11 Uninstall the Server from the IDM Figure 4-12 Uninstallation Complete Figure 4-13 Preparing Setup for Uninstallation Figure 4-14 Choosing the Removal Option Figure 4-15 Confirming the Complete Removal of IDM Figure 4-16 Uninstallation Complete Figure 5-1 Logging Onto IDM Figure 5-2 Viewing the IDM Main Screen Figure 5-3 Generating a License Figure 5-4 License Information Figure 5-5 Sorting of Grid Contents Figure 5-6 Re-arranging the Columns in a Grid Figure 6-1 Configuration Main Screen Figure 6-2 Adding a New Server Figure 6-3 Specifying General Settings Figure 6-4 SMTP Server Settings Figure 6-5 Configuring Exceptions Figure 6-6 Specifying Key Items Figure 6-7 Editing and Viewing Action Codes Figure 6-8 Editing or Viewing Operator Information Figure 6-9 Find Operator Figure 6-10 Operator List Sorting Figure 6-11 Adding a New DVR Figure 6-12 Adding New DVR Information Figure 6-13 Adding a New Fusion DVR Figure 6-14 Adding a New Enterprise DVR Figure 6-15 Adding a New Rapid Eye DVR Figure 6-16 DVR Page for Cameras Figure 6-17 Adding a Camera to a Fusion Type DVR Figure 6-18 Adding a Camera to an Enterprise Type DVR Figure 6-19 Adding a Camera to a Rapid Eye DVR Figure 6-20 Find Camera Figure 6-21 Camera List Sorting Figure 6-22 Adding a 2066 POS Device Figure POS Device Settings Figure 6-24 Adding a 21xx POS Device Figure xx POS Device Settings Figure 6-26 Adding a 21xx GSM Device Figure xx GSM Device Settings Figure 6-28 Adding an Infogenesis Device Figure 6-29 InfoGenesis Device Settings Figure 6-30 Adding an IGT Device Figure 6-31 IGT Device Settings

11 IDM Reference Guide Figure 6-32 Editing an Event Listed in a Device s Settings Figure 6-33 Adding an Event Listed in a Device s Settings Figure 6-34 Adding a Micros 3700 Device Figure 6-35 Adding a Micros Device Figure 6-36 Micros 8700/9700 Device Settings Figure 6-37 Adding a Rapid Eye Device Figure 6-38 Rapid Eye Device Settings Figure 6-39 Adding a 21xx ATM Device Figure xx ATM Device Settings Figure 6-41 Adding a 2066 ATM Device Figure 6-42 Adding a Wayne Nucleus Device Figure 6-43 Wayne Nucleus Device Settings Figure 6-44 Adding a Honeywell MRSP Device Figure 6-45 Adding a Honeywell Data Interface Device Figure 6-46 Adding a Radiant Device Figure 6-47 Adding an NCR Device Figure 6-48 Adding a NetPit (ATM) Device Figure 6-49 Adding a Pinnacle Device Figure 6-50 Adding a MAXPRO Device Figure 6-51 MAXPRO Device Settings Terminal Filter Figure 6-52 MAXPRO Device Settings Max Variables Figure 6-53 MAXPRO Device Settings Action Codes Figure 6-54 IDM Master Server/IDM Server Services Figure 6-55 IDM Server Log On Tab Figure 6-56 Adding a Ballys Device Figure 6-57 Ballys Device Configuration Figure 6-58 Ballys Device Settings Figure 6-59 Editing Events Enabled on a Ballys Device Figure 6-60 Adding New Events to a Ballys Device Figure 6-61 Adding an ActivEye Device Figure 6-62 Adding a Terminal Group: Using the Navigation Tree Figure 6-63 Adding a Terminal Group: Right-clicking the Terminal Group Pane Figure 6-64 Mapping IDM Cameras with Active Eye Logical Group Figure 6-65 Adjustment Factor Figure 6-66 Monitoring Video in Live Screen with Terminal Group Selected Figure 6-67 Mapping Terminals to a Device Figure 6-68 Adding a New Terminal Figure 6-69 Find Terminal Figure 6-70 Terminal List Sorting Figure 6-71 Editing Camera Details Figure 6-72 Mapping Camera to Terminal Figure 6-73 Editing a Terminal Figure 6-74 Mapping Cameras to a Terminal Figure 6-75 Configuring POS Exceptions Figure 6-76 Exceptions Form Grid Document Rev /09

12 Figures Figure 6-77 Configuring ATM Exceptions Figure 6-78 Adding a New Terminal Group Figure 6-79 Adding a Camera Group Figure 7-1 Adding a New Role Figure 7-2 Importing Windows Users Figure 7-3 Importing Windows Users (Continued) Figure 7-4 Adding a New User Figure 8-1 Viewing Live Video for POS Transactions Figure 8-2 Viewing Live Video for ATM Transactions Figure 8-3 Playback Controls Figure 8-4 Date and Time Box Figure 8-5 Entering Comments on Bookmarking Figure 8-6 Multi-camera View Option for a Terminal Group Figure 8-7 Selecting the Camera Figure 8-8 Multi-camera View Option for a Camera Group Figure 8-9 Selecting the Terminal Figure 8-10 Live View Icons Figure 9-1 View Exceptions List for POS Transactions Figure 9-2 View Exceptions List for ATM Transactions Figure 9-3 Date and Time Box Figure 9-4 Entering Comments about Bookmarks Figure 9-5 Save Clip Dialog Box Figure 10-1 Searching for Transactions Figure 10-2 POS Action Code(s) Form Figure 10-3 Selection Action Code Form Figure 10-4 Boolean Search Options Form Figure 10-5 Completed POS Action Code(s) Form Figure 10-6 Point of Sale Exceptions Figure 10-7 ATM Search Form Figure 10-8 ATM Exceptions Figure 10-9 Slots Search Form Figure Coin Counter Search Form Figure People Counter Search Form Figure Search Results: Report Figure Entering Comments about Bookmarks Figure Configuration Main Screen Figure Specifying General Settings Figure Schedule Reports Screen Figure New Report - Schedule Screen Figure Save Clip Dialog Box Figure Saving the Search Criteria Figure 11-1 Viewing the Results of a Saved Search Figure 11-2 Viewing Reports Figure 12-1 Entering Comments on a Bookmark Figure 12-2 Viewing Bookmarked POS Transactions

13 IDM Reference Guide Figure 12-3 Viewing Bookmarked ATM Transactions Figure 12-4 Save Clip Dialog Box Figure 13-1 Recording a Clip Figure 13-2 Saving the Clip Figure 13-3 Opening the IDM Player Figure 13-4 Selecting the AVI File Figure 13-5 IDM Player with Clip Playing Figure A-1 Error message Installation Unable to Update the Database Figure A-2 Checking for Sound Card Figure A-3 Sound Recorder Screen Figure A-4 Sound Cards Functioning in the Local Machine Figure A-5 Checking for Audio Codecs Launching the Control Panel Figure A-6 Checking for Audio Codecs Clicking Sounds and Multimedia Figure A-7 Selecting the Audio Codecs Option Figure A-8 Checking Audio Codecs Properties Figure A-9 Selecting the Video Codecs Option Figure A-10 Checking Video Codecs Figure A-11 SQL Server Service Manager Figure A-12 Run svrnetcn Utility Figure A-13 Enabling TCP/IP Protocol Settings for the SQL Server Figure A-14 Both IDM and Database Servers are Running Figure A-15 Restarting IDM and Database Servers Figure A-16 Both IDM and Database Servers are Not Running Figure A-17 Restarting Database Server Figure A-18 IDM Server is Not Running Figure A-19 Restarting IDM Server Figure A-20 The Run Dialog Box Figure A-21 Setting Firewall Exceptions Figure A-22 Add an Exceptions Program Figure A-23 Enabling Communication Ports for IDM Installed in Fusion Box Figure A-24 Server Startup Options Figure B-1 Generating a License Document Rev /09

14 Figures 14

15 IDM Reference Guide Tables Table 2-1 Ports for Connecting to IDM Server Table 2-2 Ports for Connecting to Database Server Table 2-3 Ports for Connecting to Devices and DVRs Table 3-1 Feature Selected for Installation Table 5-1 Description of IDM Main Screen Elements Table 6-1 IDM Settings Table 7-1 User Role Table 8-1 User Interface Controls Document Rev /09

16 Tables 16

17 1 Introduction Overview of IDM Honeywell s Integrated Data Manager (IDM) is a next-generation data monitoring plus data mining solution that allows complete integration of transaction data with video from Honeywell digital video recorders (DVRs) and network digital recorders (NVRs). Built around the Microsoft.Net technology, IDM is a true enterprise solution for large and mid-sized applications, that require video and data analysis of hundreds of terminals and camera systems across multiple locations via LAN/WAN 1 or DSL 2. This versatile, intuitive software requires no specialized training. The integration of transaction data with video enables linking of incident evidence with easy-to-analyze data, increasing an organization s ability to identify unusual or suspicious circumstances. Real-time reporting enables IDM to generate fixed reports, customize searches and daily summaries, and create exception reports to pinpoint suspect activity in seconds. Fixed reports allow transaction data to be quickly filtered by specific search criteria. The powerful search feature generates customized reports using criteria such as operator, terminal, description, action code, modifier/amount, time, search type, and exceptions. Daily summaries and exceptions may be ed to specified personnel, so businesses can make timely decisions. IDM automatically highlights exceptions that may be bookmarked for future analysis. Reports can be produced and exported in HTML format for ultimate flexibility. IDM is a cost-effective solution for reducing internal shrinkage due to employee theft, increasing employee productivity, and enhancing customer service. Transaction data from cash registers, ATMs, slot machines, weighing bridges, cash counters, online systems, and other data sources can be conveniently monitored and stored for data mining, making IDM an ideal solution for a wide variety of retail, food and beverage, financial, gaming, and other applications that require monitoring of multiple server sites. IDM takes loss prevention to the next level, helping businesses reduce their losses and increase their profit margins by integrating real-time data and video monitoring. 1 Local Area Network/Wide Area Network 2 Digital Subscriber Line Document Rev /09

18 Introduction IDM Features The following features and functions are available on your IDM system: Seamless integration between POS data, ATM data, and surveillance video across multiple server sites Single enterprise application Remote access via LAN/WAN or DSL Software solution eliminates installation costs associated with POS monitoring hardware Easy-to-use interface for setup and management Automatic summaries and exception reports generated and ed to select personnel Universal interface locally or remotely Compatibility with Honeywell DVRs and NVRs: Enterprise, Fusion and Rapid Eye TM (as DVR only) IDM Player allows local and remote creation of video clips with audio Real-time transaction reporting Backward compatibility with Honeywell and TVS point-of-sale and ATM hardware 18

19 2 Before You Begin Before installing IDM, ensure that the system on which you are installing IDM meets the Prerequisites and System Requirements listed below. For IDM to function, see Enabling Ports on the Local Machine and Setting Monitor Properties for Viewing IDM Screens, also in this chapter. Prerequisites For running the IDM Server, ensure that SQL Server 2000, Service Pack 3a, included with the IDM software, is installed. For running the IDM client or server on a Fusion DVR, ensure that the ports for communication are enabled. See Connectivity Checks Between IDM, DVRs and Devices, page 185. For recording video clips, ensure that codecs are installed on the local machine. To check for audio and video codecs in the local machine, see Checking for Audio and Video Codecs, page 177. System Requirements IDM can be installed on a PC where a Fusion or Enterprise DVR is installed. ATTENTION It is critical that you install the IDM central (database) on a dedicated PC or PC-based (Honeywell) DVR, especially in applications where hundreds of terminals are processing data. IDM central servers should be installed on a PC on which no other SQL 1 or MSDE 2 -based program runs. 1 Structured Query Language Document Rev /09

20 Before You Begin Hardware Requirements IDM EE: 1.2 GHz or higher, Pentium IV-compatible CPU (IDM EE) IDM ProE: 512 MHz or higher Pentium III-compatible CPU (IDM ProE) At least 512 MB of available memory (RAM) 80 GB or higher hard drive Network card VGA or higher resolution monitor ATTENTION When IDM is factory installed on a Fusion DVR, the Fusion DVR includes extra memory. If memory needs to be added to a Fusion DVR in the field, ensure that you have additional 512 MB of RAM. For information on installing IDM on a Fusion DVR, please contact Honeywell Technical Service. See the Back Cover of this guide for contact information. Software Requirements Software Server Module Description SQL 2000 database server Service Pack 3A Microsoft Windows 2000 (Professional) or XP (Home or Professional) Enabling Ports on the Local Machine The IDM Servers, devices, and DVRs connected to your PC workstation require that you enable ports for these connections. To determine which ports need to be enabled for a particular installation, see: Ports for an IDM Server, page 23, Ports for an IDM Database Server, page 23 Ports for Devices or DVRs, page 24. To enable ports on your local machine: 1. Open your Control Panel (Start menu Control Panel). 2. Double-click Network Connections. 3. Right-click Local Area Connection and select Properties. Figure 2-1 appears. 2 Microsoft SQL Desktop Edition 20

21 IDM Reference Guide Figure 2-1 Local Area Connection Properties 4. On the General tab, select Internet Protocol (TCP/IP) and click Properties. Figure 2-2 appears. Figure 2-2 Internet Protocol (TCP/IP) Properties 5. Click Advanced. The Advanced TCP/IP Settings window opens. Select the Options tab. Figure 2-3 appears. Document Rev /09

22 Before You Begin Figure 2-3 Advanced TCP/IP Settings Options 6. Click Properties. Figure 2-4 appears. Figure 2-4 TCP/IP Filtering 7. See Ports for an IDM Server, page 23, Ports for an IDM Database Server, page 23, and Ports for Devices or DVRs, page 24, to determine which ports need to be enabled for your specific installation requirements. Select Permit Only for the TCP Ports and UDP Ports sections as needed. Click Add to add either a TCP or UDP port. Figure 2-5 appears. Figure 2-5 Add Filter 22

23 IDM Reference Guide 8. Continue to add ports as required. When all the ports have been added, your TCP/IP Filtering window should appear similar to Figure Click OK. Figure 2-6 TCP/IP Filtering Example Ports for an IDM Server Enable the following ports in the local machine where the IDM Server has been installed: Table 2-1 Ports for Connecting to IDM Server TCP Ports UDP Ports For Listening to 25 SMTP server port used for mailing 3623 IDM scheduler 8383 IDM live data streams 8384 IDM licensing, searches and configurations Ports for an IDM Database Server Enable the following ports in the local machine where the IDM Database Server has been installed: Table 2-2 Ports for Connecting to Database Server TCP Ports UDP Ports For Listening to MSDE Document Rev /09

24 Before You Begin Ports for Devices or DVRs Enable the following ports in the local machine if you need to connect to the following devices or DVRs: Table 2-3 Ports for Connecting to Devices and DVRs Device / DVR TCP Ports UDP Ports For Listening to Fusion 4000 Center Port 4002 Image Port (Live) 4003 Search Port Enterprise 2367 Used by Enterprise Client 2368 Used by Enterprise Client Rapid Eye DVR Communication to Rapid Eye Unit 21xx Serial Ports 2066 Serial Ports InfoGenesis POS 7001 Communication to Infogenesis Server 7004 Communication to Infogenesis Server Micros 8700/ Communication to Micros Server Rapid Eye device Communication to Rapid Eye Unit MRSP Communication to MRSP Server 21xx ATM Wayne Nucleus Honeywell Device Interface NetPit (ATM) MAXPRP Micros 3700 Pinnacle Palm POS Serial Ports Serial Ports Communication to HDI Server Serial Ports Serial Ports Serial Ports Communication to Micros DB Server Radiant 5555 Communication to Radiant Client 24

25 IDM Reference Guide Setting Monitor Properties for Viewing IDM Screens IDM screens work best with monitors having a resolution of 1024 x 768 and a font size Normal Size (96 dpi). To set the monitor properties: 1. Choose Start menu Control Panel. 2. Double-click Display. 3. Click the Settings tab. Figure 2-7 appears. Figure 2-7 Setting Display Properties 4. Set the screen area to 1024 by 768 pixels. 5. Click Advanced. 6. Click the General tab. Document Rev /09

26 Before You Begin Figure 2-8 Setting the Font Size 7. Select Normal Size (96 dpi) from the Font Size list. 8. Select Apply the new display settings without restarting. 9. Click Apply and then click OK. Synchronizing Time Among the IDM Server, POS and DVR To relate the data and the video in IDM, it is essential that you set the same date and time on the IDM server, POS system, and DVR. Do this manually, before any of the devices in IDM are configured. Note The date and time on the IDM client systems need not be the same as that on the IDM server, POS system and DVR. The steps below apply only on a Windows operating system. 1. Double-click the time displayed at the bottom right corner of your screen. The Date and Time Properties window (Figure 2-9) appears. 26

27 IDM Reference Guide Figure 2-9 Setting Date and Time Properties 2. On the Date & Time tab, set the date and time. 3. Click the Time Zone tab. Select the appropriate time zone (GMT difference) from the Time Zone list. Figure 2-10 Selecting the Time Zone 4. Click Apply and then OK. ATTENTION Make sure that the date and time you set on the IDM server is the same as that on the POS system and the DVR. Note The IDM server does not need to be restarted for the changes to take effect. Document Rev /09

28 Before You Begin Caution During the 60-day, trial license provided after an installation, changing the time on the server causes the trial license to expire for 1 server, 2 clients and 8 terminals, and for an enabled clipping facility. If the license expires, logging on to the IDM requires a new license key. 28

29 3 IDM Installation After you have synchronized the time on the IDM server, POS system, and the DVRs, you are ready to complete your IDM installation: 1. Follow Installing IDM All Scenarios, page 29, for the first installation steps that are relevant for all applications. 2. Choose an installation that most matches your situation and follow its steps: Installing the IDM Client, page 33 Installing the IDM Server, page 34 Installing the IDM Player, page 36 Installing the IDM Client and Server (and Player Optionally), page Follow Completing the Installation All Scenarios, page 39. ATTENTION IDM screens work best with monitors using a resolution of 1024 x 768. See Setting Monitor Properties for Viewing IDM Screens, page 25 for more information. Installing IDM All Scenarios To install IDM: 1. Copy the complete installation package, including all files and folders, and paste them to the local machine. 2. Select and double-click the Setup.exe file, from the Setup folder you copied to your local machine, to start the installation. Document Rev /09

30 IDM Installation Figure 3-1 Preparing Setup 3. Click Next > when the setup is ready for installation (see Figure 3-2). You need to accept the software license agreement to continue with the installation. Click Print to print a copy of the license agreement for your records. Select I accept the terms of the license agreement and click Next > to continue. Figure 3-2 Software License Agreement 30

31 IDM Reference Guide Figure 3-3 Choosing a Destination Location 4. A default destination is automatically selected as shown in Figure If you wish to change the destination, click Change.... If not, proceed to step 6. Figure 3-4 Changing the Destination Folder a. Either select the new destination folder from the Directories field, or type the new location in the Path field. b. Click OK to save the new destination folder. Clicking Cancel displays the Choose Destination Location window shown in Figure Click Next > to confirm the destination folder. Figure 3-5 appears. Document Rev /09

32 IDM Installation Figure 3-5 Selecting Features Select the boxes for installing one or all of the client, server and IDM Player. 7. Select only the features that apply to your installation. A feature(s) is selected by placing a checkmark in the box for that feature. For the instructions pertaining to each option, see Table 3-1. Table 3-1 Feature Selected for Installation Selected Feature Description Client Installs only the IDM Client onto the local machine. Use the Client feature to connect to the IDM Server database to configure IDM, search for data, make and view reports, and monitor live video and transaction data. See Installing the IDM Client on page 33 for more information. Server Installs only the IDM Server onto the local PC. The Server sets up the IDM point-of-sale database to log and record transaction data. You can access it locally or remotely with IDM Client to analyze the data and video. See Installing the IDM Server on page 34 for more information. IDM Player Installs only the IDM Player onto the local machine. The IDM Player is used to play AVI clips along with the corresponding transaction data saved from live playback, exceptions or search results. These clips can then be distributed along with the Player to authorities as evidence. See Installing the IDM Player, page 36 for more information. 32

33 IDM Reference Guide Table 3-1 Feature Selected for Installation Selected Feature Description Client Server Installs the Client and Server onto the local machine. Installing both allows you to build a transaction database on the local machine as well as configure IDM, view live transaction data and video, run searches and make and view reports. See Installing the IDM Client and Server (and Player Optionally), page 37 for more information. Client Server IDM Player Installs the IDM Client, Server and IDM Player onto the local machine. This gives you access to all the features and functions of IDM on one central PC. See Installing the IDM Client and Server (and Player Optionally), page 37 for more information. Installing the IDM Client IDM Client can be used as a user interface for: Viewing transaction data and the corresponding video Searching for data and generating reports Configuring exceptions and alerts Setting up and maintaining the IDM Server and Sites Installing the IDM Client requires you to enter the IP address of the central server and the port through which the client connects to the central server. After you have completed the steps in Installing IDM All Scenarios, page 29, and you wish to install the IDM Client only onto the local machine: 1. Select the Client check box in the Select Features window, then click Next >. Figure 3-6 Selected Features IDM Client Only Document Rev /09

34 IDM Installation Figure 3-7 Specifying the Central Server Information Type the name or the IP address of the central server. 2. In the Central server machine name/ip address field, type the machine name or the IP address of the central server that the Client will be connecting to. 3. In the Port to connect field, type the number of the port through which the Client connects to the central server. 4. Click Next > to go to the next step of the installation. Follow Completing the Installation All Scenarios, page 39 to complete your installation. Installing the IDM Server The IDM Server is used for collecting transactions and video from different devices. The IDM Server can also be installed as the central server. A central server is a centralized server which can be used to monitor several other servers. This type of Server setup is ideal for setting up geographically distant locations. For example, a large retail chain could have a server set up to monitor point-of-sale data within each state as well as a central server at a head office location to monitor all POS data. Note If you are installing only the IDM Server onto your local machine, you need to have an IDM Client installed either locally or remotely to be able to access video and transaction information from the server database. After you have selected to install the IDM Server only onto the local machine (see Figure 3-8), follow these steps to continue with your installation: 34

35 IDM Reference Guide Figure 3-8 Selected Features IDM Server Only 1. Select the Server check box in the Select Features window, click Next >. IDM automatically starts the Server installation. 2. On completion of the installation, a message displays, indicating the machine will reboot. Click OK and wait for the machine to reboot. ATTENTION You must reboot the system after this portion of the installation. After the machine has rebooted, Figure 3-9 appears. Figure 3-9 Setting the Central Server 3. Click Yes if the local machine should be recognized as the central server, otherwise click No. The central server is used to organize transaction data from other servers and to centralize how that information is accessed. Note No is highlighted by default. If you select Yes, go to Completing the Installation All Scenarios on page 39 to complete the installation. If you select No, you need to enter the central server information (see Figure 3-10 and step 4). Document Rev /09

36 IDM Installation Figure 3-10 Specifying the Central Server Information Type the name or the IP address of the central server. 4. Type the machine name or the IP address of the central server that the Client will be connecting to, in the Central server machine name/ip address field. 5. Type the number of the port through which the Client connects to the central server in the Port to conect field. 6. Click Next > to complete the installation. Follow Completing the Installation All Scenarios, page 39. Installing the IDM Player Use the IDM Player for viewing AVI clips and transaction data extracted from the IDM database. These clips and the player can then be distributed to the proper authorities as evidence. After you complete the procedure in Installing IDM All Scenarios, page 29: Figure 3-11 Selected Features IDM Player Only 36

37 IDM Reference Guide 1. Select the IDM Player check box in the Select Features window 2. Click Next > to go to the next step of the installation. See Completing the Installation All Scenarios, page 39. Installing the IDM Client and Server (and Player Optionally) You need to install both the IDM Client and Server onto the local machine if you wish to carry out the following functions on your local machine: Use the local machine as the user interface for viewing data and video, generating reports and for configuring alerts Use the local machine as the server to collect data and video from different devices Use the local machine as the central server, thereby enabling it as a centralized server for monitoring other servers. After you have completed Installing IDM All Scenarios on page 29, and selected to install the IDM Client and Server (and Player, if necessary) onto the local machine (see Figure 3-12): Figure 3-12 Selected Features All Features 1. Select the Client and Server check box in the Select Features window, then click Next >. Figure 3-13 appears. Figure 3-13 Setting the Central Server 2. Click Yes if the local machine should be recognized as the central server, otherwise click No. The central server is used to organize transaction data from other servers and to centralize how that information is accessed. Document Rev /09

38 IDM Installation Note No is highlighted by default. 3. If you select Yes, go to Completing the Installation All Scenarios, page 39 to complete the installation. If you select No, you need to enter the central server information (see Figure 3-14 and step 4). Figure 3-14 Specifying the Central Server Information Type the name or the IP address of the central server. 4. Enter the machine name or the IP address of the central server that you will be connecting to with the Client in the Central server machine name/ip address field. 5. Enter the port through which the Client connects to the central server in the Port to conect field. 6. Click Next > to complete the installation. Follow Completing the Installation All Scenarios, page

39 IDM Reference Guide Completing the Installation All Scenarios After completing the first steps of your installation and entering the necessary central server information, the installation wizard is now ready to continue with the installation (see Figure 3-15 and step 1). The following installation steps are common to both the IDM client and server installation scenarios: Figure 3-15 Beginning the Installation 1. Click Install to start the installation, or Click < Back to modify any of the installation settings previously entered. Figure 3-16 appears. Figure 3-16 Installing IDM Click Cancel if you wish to stop the installation. Figure 3-17 appears when IDM has been successfully installed. Document Rev /09

40 IDM Installation Figure 3-17 Installation Complete 2. Click Finish to complete the installation procedure ATTENTION If you have installed the IDM Client on your PC, you can open the program either by: Selecting Start menu All Programs Integrated Data Manager IDM, or Double clicking the IDM desktop shortcut that is automatically installed. If you have installed the IDM Player on your PC, you can open the program either by: Selecting Start menu All Programs Integrated Data Manager IDM Player, or Double clicking the IDM Player desktop shortcut. 40

41 4 IDM Upgrade, Removal or Modification This chapter covers how to upgrade, remove, or modify the IDM configuration on the local machine. Overview The following sections describe the procedures for modifying, enhancing, or removing the existing IDM application on the local machine. Typically, this can be done when: You wish to install the Client application on a PC with a Server already installed You wish to install the Server application on a PC with a Client already installed You wish to install the IDM Player on a PC with a Client, Server or both already installed You wish to remove any or all of the IDM applications already installed on your PC You wish to upgrade IDM to the latest version ATTENTION Ensure that you close the user interface window before uninstalling or upgrading IDM. Failure to do this might lead to the services going into a disabled state, leading to problems if IDM is installed again Modifying IDM To modify the current IDM configuration: 1. Go to Start menu All Programs Integrated Data Manager Uninstall, or Control Panel Add/Remove Programs, or Double-click the Setup.exe file that was used to install the program. Figure 4-1 appears. Document Rev /09

42 IDM Upgrade, Removal or Modification Figure 4-1 Preparing Setup 2. When the InstallShield Wizard is ready to modify the current installation, Figure 4-2 appears. Figure 4-2 Selecting Modification Option 3. Select Modify. This is the default option. 4. Click Next > to select the feature to be modified or enhanced. Figure 4-3 appears. 42

43 IDM Reference Guide Figure 4-3 Selecting the Features 5. Select or deselect the check boxes that you wish to modify. See Table 3-1, on page 32, for more information on each feature. Figure 4-4 appears when the modifications are complete. Figure 4-4 Modification Complete 6. Click Finish. Upgrading IDM To upgrade the current version of IDM software: 1. Double-click the latest version of the Setup.exe file. Document Rev /09

44 IDM Upgrade, Removal or Modification Figure 4-5 Preparing Setup 2. When the InstallShield Wizard is ready for the installation upgrade, Figure 4-6 appears. Figure 4-6 Selecting Modification Option 3. Select Upgrade. 4. Click Next >. Figure 4-7 appears. 44

45 IDM Reference Guide Figure 4-7 Configuration in Progress Figure 4-8 appears when IDM is successfully upgraded to the latest version. Figure 4-8 InstallShield Wizard Complete 5. Click Finish. Document Rev /09

46 IDM Upgrade, Removal or Modification Uninstalling IDM Uninstalling IDM Using the Control Panel To uninstall IDM through the Control Panel: 1. Go to Start menu Control Panel Add/Remove Programs. 2. In the Add/Remove Programs dialog, select the Integrated Data Manager program and then click Remove. Figure 4-9 appears. Figure 4-9 Preparing Setup for Uninstallation You are prompted to confirm the complete removal of IDM. Figure 4-10 Confirming Removal of the Selected Application 3. Click Yes to confirm the removal of the selected application. ATTENTION If the server to be uninstalled as a part of the IDM is registered with the Central server, then Figure 4-11 displays, prompting you to delete the server from IDM before continuing with the uninstallation. 46

47 IDM Reference Guide Note The server needs to be deleted from the Central server configuration settings. Figure 4-11 Uninstall the Server from the IDM 4. Click Yes to continue with the uninstallation. Figure 4-12 appears after IDM is uninstalled. Figure 4-12 Uninstallation Complete 5. Click Finish. Uninstalling IDM Using Setup.exe or the Programs Menu To uninstall IDM using the Setup.exe file or Integrated Data Manager menu: 1. To uninstall IDM using the Setup.exe, double-click Setup.exe file that was used to install the program, or Go to Start menu All Programs Integrated Data Manager Uninstall option. Figure 4-13 appears. Document Rev /09

48 IDM Upgrade, Removal or Modification Figure 4-13 Preparing Setup for Uninstallation Figure 4-14 displays when the InstallShield Wizard is ready to uninstall. Figure 4-14 Choosing the Removal Option 2. Select Remove. 3. Click Next >. Figure 4-15 displays, prompting you to confirm the complete removal of IDM. Figure 4-15 Confirming the Complete Removal of IDM 4. Click Yes. Figure 4-16 appears when IDM is uninstalled. 48

49 IDM Reference Guide Figure 4-16 Uninstallation Complete 5. Click Finish. Document Rev /09

50 IDM Upgrade, Removal or Modification 50

51 5 IDM Startup This chapter describes how to launch IDM. Starting the IDM Utility 1. You can start IDM using: Start menu All Programs Integrated Data Manager IDM, or The IDM icon on the desktop The login screen appears (Figure 5-1). Figure 5-1 Logging Onto IDM 2. Type in your User Name and Password. To purchase a license (if not already purchased), see Purchasing the License on page 53. To use the trial version, enter admin as both your User Name and Password. 3. Click OK. The IDM Live Video window (Figure 5-2) appears Document Rev /09

52 IDM Startup REFERENCE INTERNAL See Checking IDM Server Status, page 182 in Appendix A, Troubleshooting for more information on checking the IDM and database server statuses Note If you are unable to view the IDM Live window, or if you see the message Unable to connect to the server, the IDM server or the Database server are not running. Figure 5-2 Viewing the IDM Main Screen Table 5-1 Description of IDM Main Screen Elements Element Description 1 Camera image at the POS counter 2 Transaction details at the POS counter 3 Controls to record and playback the video 4 Menu options to work with IDM 5 Servers that have been configured in IDM 6 View By The option to view the camera and transaction either by Terminal group or Camera group 7 Groups The camera or the terminal group for which the POS video and transactions are displayed 52

53 IDM Reference Guide Table 5-1 Description of IDM Main Screen Elements (cont d) Element Description 8 Group Items The individual cameras or the terminals in the selected camera group or terminal group 9 Views available for the IDM window 10 Time based search parameters 11 Status and alert messages Purchasing the License Note A license would be generated in advance for IDM systems that are being installed on Enterprise or Fusion DVRs. You are not able to gain access to IDM if your trial version or the software license has expired. ATTENTION An installation without a license key provides a trial license to use IDM software, and includes the use of 1 server, 2 clients, 8 terminals and the Video Clip Creator. However, after installation, if the time of the IDM server is changed, the license expires, and you will need a new license key to log onto IDM. So before installation, make sure that the time is synchronized between the servers and the DVR. See Synchronizing Time Among the IDM Server, POS and DVR on page 26. To purchase a license: 1. Click the Click here to purchase License link provided in the log on screen (Figure 5-1). The License form (Figure 5-3) appears. Document Rev /09

54 IDM Startup Figure 5-3 Generating a License 2. Click Generate Site Code. 3. A site code appears in the window, next to the Site Code heading. Write the Site Code down. 4. Communicate the Site Code to Honeywell Security s Customer Service, using any of the three Contact Information options. Honeywell will issue a site key to you. 5. Type the site key in the Site Key box. 6. Click Validate. The License Validation Succeeded window appears. 7. Click OK. A message appears, stating that the validation was successful. Checking License Information To check the license information: 1. Select Help License Information in the Integrated Data Manager - [Configuration] window. The License Information form (Figure 5-4) appears. Figure 5-4 License Information Details of the number of servers, number of terminals, and number of clients that IDM can support based on the license is displayed. 54

55 IDM Reference Guide 2. If you have purchased a trail version of IDM, you can purchase the license by clicking Click here to purchase License. 3. Click Close to close the form. Working with Grids and Setting User Preferences The following features are provided in the IDM user interface to facilitate easier navigation and usage of grid information: Sorting of the grid contents Re-arranging the columns in the grid The settings, once made, are saved as user preferences for the login user and are loaded the next time the user logs in. Sorting of Grid Contents Figure 5-5 Sorting of Grid Contents 1. To sort the grid contents in ascending order, click next to the column that you wish to sort. 2. To sort the grid contents in descending order, click next to the column that you wish to sort. Re-arranging the Columns in a Grid Figure 5-6 Re-arranging the Columns in a Grid To re-arrange the columns in a grid, click the column heading and drag and drop the column to its destination location. Document Rev /09

56 IDM Startup 56

57 6 IDM Configuration This chapter covers how to configure IDM settings for optimum monitoring of POS transactions. Before configuring your IDM settings, ensure that you have first: 1. Prepared your system for IDM (Chapter 2, Before You Begin) 2. Installed IDM (Chapter 3, IDM Installation) 3. Launched IDM (Chapter 5, IDM Startup) For troubleshooting, see Appendix A, Troubleshooting. IDM Settings To learn more about the following IDM settings, see their sections in this chapter. Table 6-1 IDM Settings Setting Description See this section Servers Server Settings Point-of-sale database(s) monitored by IDM locally or remotely for fast and easy video and data analysis. Configures the server options and settings for reports, alarms, action codes and operators. Configuring Servers, page 58 Configuring Servers, page 58 DVRs Camera Devices Digital video recorder(s) stores video images captured by the cameras to be viewed alongside transaction data. Records video on a DVR during POS translations Point-of-sale (POS) device(s) that record transaction details from a terminal, so that they can be logged into the transaction database. Configuring Digital Video Recorders (DVRs), page 68 Configuring Cameras, page 74 Configuring Devices, page 78 Document Rev /09

58 IDM Configuration Table 6-1 IDM Settings Setting Description See this section Exceptions Terminal Highlights and marks for later retrieval of any abnormal or suspicious POS transactions pre-determined using IDM. Equipment from which the POS transaction details originate, to be monitored and logged by the IDM database. Configuring Exceptions, page 119 Configuring Terminals, page 112 Terminal Groups Groups of terminals that can be viewed together on IDM based on user preference. Configuring Terminal Groups, page 123 Camera Groups User Role Groups of cameras that can be viewed together on IDM based on user preference. Create users, assign them a role and provide the users with access rights for the appropriate IDM servers. Create roles and specify the privileges granted to that role which can then be assigned to the appropriate users. Configuring Camera Groups, page 125 Configure Users, page 126 Configure Roles, page 125 Configuring Servers Servers are logical or physical locations configured in the IDM system for the purpose of monitoring and recording the POS transactions. They are used as a database for accessing requested POS transactions to be viewed alongside recorded video. A server is a necessary part of the IDM system and at least one is required to use IDM functionality. Adding a New Server 1. Click Configuration in the right side of the IDM Live Video screen (Figure 5-2). The Integrated Data Manager [Configuration] screen (Figure 6-1) appears. 58

59 IDM Reference Guide Figure 6-1 Configuration Main Screen 2. Right-click the Server Management option under the navigation pane and select Add New Server... The Add New Server form appears (Figure 6-2). Figure 6-2 Adding a New Server 3. Enter a Server Name that provides enough information to differentiate between servers. 4. Enter the Machine Name / IP Address of the computer that is being configured as a server. If the PC you are currently using (entering this information into) is going to be the server, you could enter localhost instead of the IP Address. See What is a Localhost? on page 60 for more information. Otherwise, enter the IP Address of the machine being configured as a server. 5. Enter the Port Number. 6. Enter a Description if necessary. 7. Click OK to save the server information and close the form, or Click Cancel to exit without saving the server information. The newly configured server is displayed under Server Management in the Navigation pane. Document Rev /09

60 IDM Configuration What is a Localhost? The term Localhost refers to the location of the currently used system. It is a loopback device which is assigned the IP address that can be used by TCP/IP applications to talk between themselves, if this is needed. Being able to communicate with a local machine as though it were a remote machine is useful for testing, and contacting services (such as IDM servers) located on the machine that is expected to be remote. For the purposes of IDM, use Localhost as the Machine Name / IP Address of a server you are adding to IDM if that server is located on the currently used system. For example, if you are installing the IDM application on a small, single site system, your IDM Server will likely be located on the same PC that you use to access IDM. In this situation, enter Localhost as the Machine Name / IP Address so that IDM always looks to the currently used system for the server database, no matter what the IP address is. Server Management You can specify settings under the following categories for IDM servers: General Specify settings for database maintenance and for sending s reporting alerts and exceptions to the listed recipients. Key Items Enter any item that you wish to closely monitor in a transaction. Action Code Edit and view the pre-defined action codes. Action codes identify those actions that take place at the POS terminals. Operator Edit and view the operator details. This information helps keep track of those responsible for carrying out the POS transactions. To configure your server: 1. Click Configuration on the right side of the IDM Live Video screen (Figure 5-2). The Integrated Data Manager [Configuration] screen displays (Figure 6-1). 2. Click Server Management under the navigation pane on the left-hand side of the window. The Server Management window listing configured servers displays. 3. Select the server to configure. The Server Settings screen is displayed on the right pane (see Figure 6-3). Follow the next sections (Specifying General Settings, page 61, Specifying Key Items, page 63, Editing and Viewing the Action Codes, page 64, and Editing or Viewing the Operator Information, page 65) for more information on configuring the different server settings. 60

61 IDM Reference Guide Specifying General Settings 1. Click the General tab in the Server Settings screen. Figure 6-3 appears. Figure 6-3 Specifying General Settings 2. Under Database Maintenance Settings, use the following options, as needed: Continuously Delete Data Older Than Delete Data Older Than Data will be automatically deleted once it is older than the number of days specified here. Use this option to manually delete data, one time only: a. Click the Delete Data Older Than drop-down arrow. b. On the calendar that appears, select the data to use as the data cutoff point. c. Click Delete. All data older than the selected date will be deleted. Document Rev /09

62 IDM Configuration 3. To configure the Reports and Alerts Settings: a. To enable reporting, click SMTP Server Settings... The SMTP Server Settings dialog box (Figure 6-4) appears. Figure 6-4 SMTP Server Settings b. Enter the name of the Mail Server. c. Enter the User Name of the user needed to access the account. d. Enter the Password needed to access the account and click OK. e. Under Reports Alarms, select the Daily Report at this time checkbox to enable daily reporting. Enter a time at which the report is to be ed. f. In the Reports selection box, select the reports to be ed to Recipient(s). g. Enter an address in the Mail From field to use as the sender s ID. h. In the Recipient(s) field, enter the IDs of the users to be notified. i. Select Yes in the Report column for each recipient that requires daily reports. Otherwise select No. j. Click Add/Edit in the Exceptions column to open the Configure Exceptions window (Figure 6-5) with the recipient ID and the list of configured exceptions. Figure 6-5 Configuring Exceptions and Reports 62

63 IDM Reference Guide Note If you have not configured any exceptions yet, come back to this option after setting your Exceptions (see Configuring Exceptions, page 119). k. Select the checkbox beside the exception rule. An is sent to the recipient when the exception occurs. l. Click OK. 4. Click Save to save the general settings. Specifying Key Items Before requesting a report of transactions involving specific goods, identify those goods as key items. For example, in Figure 6-6, a manager has indicated a need to track the sale of Lotto Ticket and Gas and the Returns of containers of pop or juice. Key items are part of a Key Item Report; see Chapter 10, Searching for and Reporting Transactions, page Click the Key Items tab in the Server Settings screen. A form appears for identifying Key Items. See Figure Enter the Item Name, used while a search for transactions is carried out. 3. Enter an Item Description. 4. Click Save to save the details of the key items. Document Rev /09

64 IDM Configuration Figure 6-6 Specifying Key Items Editing and Viewing the Action Codes 1. Click the Action Code tab in the Server Settings screen. A list of pre-defined action codes (Figure 6-7) appears. 2. You can modify the Description of the action codes, as required, to set up personalized Action Codes. 3. Select the Critical check box to specify that the action code is critical. Note You can generate reports for critical action codes using the Saved Search option. 4. Click Save to save the details of the action codes. 64

65 IDM Reference Guide Figure 6-7 Editing and Viewing Action Codes Operator Information The details of operators who would be working on the terminals can be viewed in the Operators tab. These details can be used when searching through POS transaction data to determine, for example, if certain operators are continuously making the same errors. You need to have your POS Device already configured to be able to enter operator information. Editing or Viewing the Operator Information 1. Click the Operator tab in the Server Settings screen. 2. You can add/edit the First Name, Last Name and Description of an operator. 3. Click Save to save the operator details. Document Rev /09

66 IDM Configuration Figure 6-8 Editing or Viewing Operator Information Searching for an Operator 1. Click the Operator tab in the Server Settings screen. 2. In the toolbar, click the icon. The Find Operator form (Figure 6-9) appears. Figure 6-9 Find Operator 3. Type all or part of the search criteria in the Find what box. 4. Under Fields to Look for, select the field(s) to be matched with the criteria: First Name: The first name to be matched with the criteria Last Name: The last name to be matched with the criteria Operator Code: The operator code to be matched with the criteria Description: The operator description to be matched with the criteria 66

67 IDM Reference Guide Note If you have selected multiple fields for search, the criterion is matched with every selected field. 5. Under Direction, select Up or Down to continue searching upwards or downwards in the operator list. 6. Select the Match Case check box to match the case while carrying out the search. 7. Click Find Next. The search result that best matches your search criteria is highlighted in the list. Click Find Next to repeatedly search through the entire list and highlight the results of the subsequent searches. Sorting the Operator List 1. Click the field name based on which you want to sort the operator list. Figure 6-10 Operator List Sorting An up arrow or a down arrow appears next to the field. An up arrow indicates that the operator list is sorted in an ascending order and a down arrow indicates that the operator list is sorted in a descending order. 2. Click the field name repeatedly to toggle between the ascending and descending order. Exporting the Operator List 1. On the Operator tab, click Export Operators. A Save As dialog appears. 2. Type a File Name and click Save. The list of operators is saved in a file using an HTML format. Importing an Operator List from a Microsoft Excel Spreadsheet 1. On the Operator tab, click Import Operators. An Import Operators dialog box appears. 2. Indicate whether the Excel file has a Header row or not. 3. Browse for, or type a file name, in the Select Excel file name box. 4. Use the arrow for First Name to select the column in the Excel file that matches the first name of Operators. Do the same for Last Name, Operator Code* and Description. 5. Click OK. Document Rev /09

68 IDM Configuration Configuring Digital Video Recorders (DVRs) A Digital Video Recorder (DVR) is a device used for storing recorded video of the activities that occur during a POS transaction. A DVR can be any of the following types: Enterprise, Fusion and Rapid Eye. To configure a DVR in IDM, enter the following information: The DVR type The IP address of the DVR in the LAN The port on the IDM PC for connecting to the DVR The logical name of the DVR for addressing in IDM IDM will map all the cameras connected to the DVR you are adding to the IDM site. These cameras capture the video of a POS transaction at a particular terminal and send the images to the DVR. The DVR in turn records the images as image frames for IDM to retrieve as necessary. Refer to the documentation that comes with your DVR(s) to properly connect them to your cameras and configure them to function properly. If you are not receiving video after the DVR(s) have been set up, check the connections and configurations of both your DVR(s) and IDM. Adding a New DVR This section describes the first three steps to add a new DVR. For the fourth step, decide if you are adding an Enterprise, Fusion, or Rapid Eye DVR, then go to the section corresponding to that DVR type (see Adding a Fusion DVR, page 70; Adding an Enterprise DVR, page 70; Adding a Rapid Eye Device, page 89; Adding a Hitron (HRSD/HRXD) DVR, page 73; or Adding a Hitron (HRSD/HRXD) DVR, page 73). 68

69 IDM Reference Guide Figure 6-11 Adding a New DVR 1. Click the + sign next to the newly created server under the navigation pane. You are provided with options to create DVRs, Devices, Terminals and Exceptions. 2. Right-click DVRs and then select Add New DVR. The Add New DVR form (Figure 6-12) appears. Figure 6-12 Adding New DVR Information 3. Select the DVR Type. The type of the DVR can be either Enterprise, Fusion or Rapid Eye. Follow Adding a Fusion DVR if you re adding a Fusion unit, Adding an Enterprise DVR if you re adding an Enterprise unit, Adding a Rapid Eye DVR if you re adding a Rapid Eye unit, Adding an HRDP DVR if you re adding an HRDP unit, or Adding a Hitron (HRSD/HRXD) DVR if you re adding an HRSD/HRXD unit. Document Rev /09

70 IDM Configuration Adding a Fusion DVR If you have selected Fusion as the DVR Type in step 3 above, Figure 6-13 appears. Figure 6-13 Adding a New Fusion DVR ATTENTION If the local machine is protected by a firewall, ensure that you enable the following TCP Ports (see Enabling Ports on the Local Machine, page 20): 4000 Center Port 4002 Image Port (live) 4003 Search Port ATTENTION Ensure that you have enabled the Remote Network in the application running on the Fusion box (see your Fusion documentation). This is essential for IDM to connect to the Fusion box. 4. Enter the IP Address of the Fusion DVR in the DVR Address field. 5. Enter the DVR port number in the Port Number field. 6. Enter the logical name for the DVR in the Logical Name field. Note The Logical Name entered will be used to identify the DVR in IDM. 7. Enter the User Name for accessing the DVR (the default is Administrator). 8. Enter the Password. 9. Click OK to save the details and close the form, or Click Cancel to exit without saving the changes. Adding an Enterprise DVR If you have selected Enterprise as the DVR Type in step 3 above, Figure 6-14 appears. 70

71 IDM Reference Guide Figure 6-14 Adding a New Enterprise DVR ATTENTION If the local machine is protected by a firewall, ensure that you enable the following TCP Ports (see Enabling Ports on the Local Machine, page 20): 2367 and to connect to the Enterprise client. 4. Enter the IP Address of the Enterprise DVR in the DVR Address field. 5. Enter the logical name for the DVR in the Logical Name field. 6. Enter the User Name for accessing the DVR. 7. Enter the three passwords required for accessing the DVR in the Password fields. 8. Click OK to save the details and close the form, or Click Cancel to exit without saving the changes. Adding a Rapid Eye DVR ATTENTION If the local machine is protected by a firewall, ensure that you enable the TCP Port for connecting to the Rapid Eye unit (see Enabling Ports on the Local Machine, page 20). If you have selected Rapid Eye as the DVR Type in step 3 above, Figure 6-15, appears. Document Rev /09

72 IDM Configuration Figure 6-15 Adding a New Rapid Eye DVR 4. Enter the IP Address of the Rapid Eye DVR in the DVR Address field. 5. Enter the port number of the DVR in the Port Number field. 6. Enter the logical name for the DVR in the Logical Name field. 7. Click OK to save the details and close the form, or Click Cancel to exit without saving the changes. Note To connect IDM to a Rapid Eye DVR, set the User Name as Administrator and the Password as Null in the Rapid Eye DVR (refer to your Rapid Eye documentation for more information). Adding an HRDP DVR If you have selected HRDP as the DVR Type in step 3 above, Figure 6-16, appears. Figure 6-16 Adding a New HRDP DVR 72

73 IDM Reference Guide ATTENTION If the local machine is protected by a firewall, ensure that you enable the TCP Port 4000 for connecting the HRDP unit (see Enabling Ports on the Local Machine, page 20). 4. Enter the IP Address of the HRDP DVR in the DVR Address field. 5. Enter the port number of the DVR in the Port Number field. 6. Enter the logical name for the DVR in the Logical Name field. 7. Enter a User Name and a Password for accessing the DVR. The default User Name is Administrator. There is no default password and no password is required. 8. Click OK to save the details and close the form, or Click Cancel to exit without saving the changes. Adding a Hitron (HRSD/HRXD) DVR If you have selected Hitron as the DVR Type in step 3 above, Figure 6-17, appears. Figure 6-17 Adding a New Hitron (HRSD/HRXD) DVR ATTENTION If the local machine is protected by a firewall, ensure that you enable the following TCP Ports (see Enabling Ports on the Local Machine, page 20): 8016 and to connect the Hitron unit 4. Enter the IP Address of the Hitron DVR in the DVR Address field. 5. Enter the Watch Port number of the DVR in the Watch Port field. The default is Enter the Search Port number of the DVR in the Search Port field. The default is Enter the logical name for the DVR in the Logical Name field. 8. Enter a User Name and a Password. Document Rev /09

74 IDM Configuration Note There is no default User Name for a Hitron DVR. 9. Click OK to save the details and close the form, or Click Cancel to exit without saving the changes. Configuring Cameras You need to map cameras to a DVR in IDM, to enable the recording of camera images with that DVR. 1. Select the newly created DVR under the navigation pane of the Integrated Data Manager [Configuration] window. An empty screen for recording the details of the cameras for the DVR, with Camera Number, Camera Name and Terminals fields displays on the right-hand side (see Figure 6-18). Now you can Add New Cameras by using the Discover Cameras option (see Adding Cameras Using the Discover Cameras Option, page 75) or by manually adding a new camera (see Adding a Camera Using the Add New Camera Option, page 75). Figure 6-18 DVR Page for Cameras 74

75 IDM Reference Guide Adding Cameras Using the Discover Cameras Option 2. Click Discover Cameras at the bottom of the screen. Cameras that have already been connected and configured for the DVR are listed. 3. If you do not wish to map a camera to the DVR, right-click the camera and select Delete. The cameras that are not deleted are mapped to the DVR. Adding a Camera Using the Add New Camera Option For a Fusion Type DVR 1. Click the Add New Camera or right-click anywhere on the right-pane and choose the Add New Camera option. The Add New Camera form (Figure 6-19) appears. Figure 6-19 Adding a Camera to a Fusion Type DVR 2. Enter the Camera Number and the Camera Name. 3. Select the Terminal(s) to be associated with this camera and click >. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the camera details. For an Enterprise Type DVR 1. Click Add New Camera or right-click anywhere on the right-pane and then click Add New Camera. The Add New Camera form (Figure 6-20) appears. 2. Enter the Camera Name. 3. Enter the Station ID of the DVR to which the camera has been configured. Document Rev /09

76 IDM Configuration Note Station ID is the ID of the Fast DVR station where the device is located. Refer to your Enterprise documentation for more information. 4. Enter the Device Type, which identifies the type of video input for the Fast DVR station. 5. Enter the Device ID, which identifies all devices of one type in a single station. Figure 6-20 Adding a Camera to an Enterprise Type DVR 6. Select the Terminal(s) to be associated with this camera and click >. 7. Click OK to save the details and close the form, or Click Cancel to exit without saving the camera details. For a Rapid Eye DVR 1. Click Add New Camera or right-click anywhere on the right-pane and then click Add New Camera. The Add New Camera form (Figure 6-21) appears. 2. Enter the Camera Number and the Camera Name. 3. Enter the Retrieval Channel ID for the camera to connect to the DVR. Refer to your Rapid Eye documentation for more information. 4. Select the Terminal(s) to be associated with this camera, or Click Cancel to exit without saving the camera details. 76

77 IDM Reference Guide Figure 6-21 Adding a Camera to a Rapid Eye DVR Finding a Camera in the Camera List 1. Right-click the DVR option in the navigation pane. The list of cameras added to the DVR displays in the right pane. 2. In the toolbar, click the icon. The Find Camera form (Figure 6-22) appears. Figure 6-22 Find Camera 3. Type all or part of the search criteria in the Find what box. 4. Under Fields to Look for, select the field(s) to be matched with the criteria: Camera Number: The camera number to be matched with the criteria. Camera Name: The camera name to be matched with the criteria. Note If you have selected multiple fields for search, the criterion is matched with every selected field. 5. Under Direction, select Up or Down to continue searching upwards or downwards in the camera list. Document Rev /09

78 IDM Configuration 6. Select the Match Case check box to match the case while carrying out the search. 7. Click Find Next. The search result that best matches your search criteria is highlighted in the list. Click Find Next to repeatedly search through the entire list and highlight the results of the subsequent searches. Sorting the Camera List 1. Click the field name based on which you want to sort the camera list. Figure 6-23 Camera List Sorting An up arrow or a down arrow appears next to the field. An up arrow indicates that the camera list is sorted in an ascending order and a down arrow indicates that the camera list is sorted in a descending order. 2. Click the field name to toggle between the ascending and descending order. Exporting the Camera List 1. In the camera list, click Export Cameras... The Save As dialog box appears. 2. Type a File name for the camera list and click Save. The camera list is saved in an HTML format. Configuring Devices You need to configure devices in IDM to enable them to capture the details of transactions happening at the point-of-sale. Devices include: 2066 POS 2066 ATM 21xx POS Wayne Nucleus 21xx GSM Honeywell MRSP InfoGenesis Honeywell Data Interface IGT Radiant Micros 3700, NCR Micros 8700/9700 NetPit (ATM) Rapid Eye Pinnacle 21xx ATM MAXPRO Retalix ScanMaster interface Ballys slot machine interface 78

79 IDM Reference Guide Adding a 2066 POS Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to 2066 POS device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured, and choose Add New Device. The Add New Device form (Figure 6-24) appears. Figure 6-24 Adding a 2066 POS Device 2. Select 2066 POS from the Select Device list. 3. Enter the COM Port Number to which the device is connected. Refer to your 2066 POS device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Note If you have configured the 2066 POS device as a Polewatcher, IDM receives the details of Item Sale transactions only and can generate reports only for the Item Sale action code or for any text-based search. Device Settings The transaction types of the 2066 POS device can be mapped to IDM action codes. In addition, new transaction types from the 2066 POS device can be configured and mapped to IDM action codes. 1. Right-click the 2066 POS device in the right pane and click Device Settings. The Device Settings - [2066 POS] form (Figure 6-25) appears. 2. To specify details of the exception settings (such as the channels for transmitting text inserters, the exception duration), click the Exception Behavior tab. 3. To add or edit action code exceptions, click the Action Code Exceptions tab. 4. To add or edit text exceptions, click the Text Exceptions tab. 5. To map the video channels for text insertion, click the Video Settings tab. Document Rev /09

80 IDM Configuration Figure POS Device Settings 6. To configure the filters for the action codes, click the Others tab. 7. Click Load From File... to load the settings from a file. 8. Click Save to File... to save the settings to a file. 9. Click Apply and then click OK to save the device settings. Adding a 21xx POS Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to 21xx POS device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-26) appears. Figure 6-26 Adding a 21xx POS Device 2. Select 21xx POS from the Select Device list. 80

81 IDM Reference Guide 3. Enter the COM Port Number to which the device is connected. Refer to your 21xx POS device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Note If you have configured the 21xx POS device as a Polewatcher, IDM receives the details of Item Sale transactions only and can generate reports only for the Item Sale action code or for any text-based search. Device Settings The transaction types of the 21xx POS device can be mapped to IDM action codes. In addition, new transaction types from the POS device can be configured and mapped to IDM action codes. 1. Right-click the 21xx POS device in the right pane and click Device Settings. The Device Settings - [21xx POS] form (Figure 6-27) appears. Figure xx POS Device Settings 2. To specify details of the exception settings (such as the channels for transmitting text inserters, the exception duration), click the Exception Behavior tab. 3. To add or edit action code exceptions, click the Action Code Exceptions tab. 4. To add or edit text exceptions, click the Text Exceptions tab. 5. To map the video channels for text insertion, click the Video Settings tab. 6. Click Load From File... to load the settings from a file. 7. Click Save to File... to save the settings to a file. Document Rev /09

82 IDM Configuration 8. Click Apply and then click OK to save the device settings. Adding a 21xx GSM Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to 21xx GSM device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-28) appears. Figure 6-28 Adding a 21xx GSM Device 2. Select 21xx GSM from the Select Device field. 3. Enter the COM Port Number to which the device is connected. Refer to your 21xx GSM device documentation for more information. 4. Select the Number of Boxes in the device. 5. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Note You can use the 21xx GSM device as a pre-titler for over-laying text on camera images. This can be done by connecting cameras to the 21xx GSM device and sending text inputs to it. The GSM device overlays text on the camera images. This output is sent to the DVR connected to the GSM device. Device Settings The transaction types of the 21xx GSM device can be mapped to IDM action codes. In addition, new transaction types from the 21xx GSM device can be configured and mapped to IDM action codes. 82

83 IDM Reference Guide Figure xx GSM Device Settings 1. Right-click the 21xx GSM device in the right pane and click Device Settings. The Device Settings - [21xx GSM] form (Figure 6-29) appears. 2. To map the terminals and channels for text insertion, click the Terminal / Channel tab. 3. To configure the details of the text display position on the video, click the Video Settings tab. 4. Click Load From File... to load the settings from a file. 5. Click Save to File... to save the settings to a file. 6. Click Apply and then click OK to save the device settings. Adding an InfoGenesis Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the UDP Ports 7001 and 7004 for connecting to an InfoGenesis server (see Enabling Ports on the Local Machine, page 20). 1. Click Configuration from the list at the right of the IDM screen. 2. Click Server Management. 3. Select the server to which a device needs to be added. 4. Right-click the Devices option under that server and then click Add New Device. The Add New Device form appears. See figure Select Infogenesis from the Select Device list. 6. Enter the UDP Server Port Number and the UDP Listen Port. Refer to your InfoGenesis device documentation for more information. Document Rev /09

84 IDM Configuration Figure 6-30 Adding an Infogenesis Device 7. Enter the server name or its IP address in the Server Name / IP Address field. 8. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Device Settings Transaction types of the InfoGenesis device can be configured and mapped to IDM action codes. 1. Right-click the InfoGenesis device in the right pane and then click Device Settings. The Device Settings - [Infogenesis] form (Figure 6-31) appears. Figure 6-31 InfoGenesis Device Settings 2. Enter the event or transaction under the Prose column and enter the corresponding action code under the Action column (double-click the row and type). 3. Click Apply and then click OK to save the details of the transaction and its corresponding action codes. 84

85 IDM Reference Guide Adding an IGT Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the UDP Ports for connecting to an IGT server (see Enabling Ports on the Local Machine, page 20). 1. Click Configuration from the list at the right of the IDM screen. 2. Click Server Management. 3. Select the server to which a device needs to be added. 4. Right-click the Devices option under that server and then click Add New Device. The Add New Device form appears. See figure Figure 6-32 Adding an IGT Device 5. Select IGT from the Select Device list. 6. Enter the server name or its IP address in the Server Name / IP Address field. 7. Click OK to save the details and close the form. Device Settings 1. In IDM Configuration, select the server for which a device needs to be configured. 2. Right-click the IGT device in the right pane and then click Device Settings. The Device Settings - [IGT] form appears (Figure 6-33). Figure 6-33 IGT Device Settings Document Rev /09

86 IDM Configuration 3. Enable an event by clicking the box in its row (box shows a check mark). 4. To change the Event Description or Action Code of an event, double-click its row. An Edit Event window appears, to enter the changes as needed.see figure Click OK to return to the Device Settings form. Figure 6-34 Editing an Event Listed in a Device s Settings 5. On the Device Settings form, click Apply and then click OK to save the details of the transaction and its corresponding action codes. Adding IGT Events The IGT interface supports ISV TITO (Ticket In; Ticket Out) with an IGT CommHub interface. 1. Right-click the Device Settings - [IGT] form (see Figure 6-33, above). 2. Select the Add Events command. The ADD New Events form appears. See figure Enter information as needed. 4. Click OK. Figure 6-35 Adding an Event Listed in a Device s Settings Adding a Micros 3700 Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the correct port for connecting to a Micros 3700 device (see Enabling Ports on the Local Machine, page 20). 86

87 IDM Reference Guide 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-36) appears. Figure 6-36 Adding a Micros 3700 Device 2. Select Micros 3700 from the Select Device list. 3. Indicate whether the Micros 3700 device is V4 or V3 (refer to the documentation that came with your Micros 3700). 4. Enter the server name of the Micros 3700 device, prefixed by sql, in the Server Name / IP Address field. Note Do not use an IP address. 5. Enter the name of the database in the Micros 3700 server in the Database Name field. 6. Enter the User Name and the Password for accessing the database. 7. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding a Micros 8700/9700 Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the TCP Port 5004 for connecting to a Micros server (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-37) appears. Document Rev /09

88 IDM Configuration Figure 6-37 Adding a Micros Device 2. Select Micros from the Select Device list. 3. Enter the Port Number for connecting to the device. Refer to your Micros device documentation for more information. 4. Select the format for the terminal number in the Terminal Number Format field. 5. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Note The IP address, or machine name and port on which the IDM server is listening for Micros, needs to be configured on the Micros system, so that both systems are set up to use the same port. Device Settings Transaction types of the Micros device can be configured and mapped to IDM action codes. 88

89 IDM Reference Guide Figure 6-38 Micros 8700/9700 Device Settings 1. Right-click the Micros 8700 / 9700 device in the right pane and then click Device Settings. The Device Settings - [Micros] form (Figure 6-38) appears. 2. Enter the event or transaction under the Prose column and enter the corresponding action code under the Action column (double-click the row and type). 3. Click Apply and then click OK to save the details of the transaction and its corresponding action codes. Adding a Rapid Eye Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the TCP Port for connecting to the Rapid Eye unit (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-39) appears. Document Rev /09

90 IDM Configuration Figure 6-39 Adding a Rapid Eye Device 2. Select Rapid Eye from the Select Device list. 3. Enter the Port Number for connecting to the device. Refer to your Rapid Eye device documentation for more information. 4. Enter the server name or its IP address in the Server Name / IP Address field. 5. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Retrieving Offline Data from the Rapid Eye Device You can retrieve offline data of POS or ATM transactions from the Rapid Eye device and download it to IDM. 1. Right-click the Devices option under the server for which the devices must be configured and then click Device Settings. The Device Settings - [RapidEye] form (Figure 6-40) appears. 2. In the Retrieve data on day drop-down list, select the date for which the data needs to be retrieved. 3. Specify the Start time and the End time. 4. Click Retrieve. Figure 6-40 Rapid Eye Device Settings The data on the specified date and time is downloaded to the IDM database. You can view the data through the Search screens. 90

91 IDM Reference Guide Adding a 21xx ATM Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to 21xx ATM device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-41) appears. Figure 6-41 Adding a 21xx ATM Device 2. Select 21xx ATM from the Select Device list. 3. Enter the COM Port Number to which the device is connected. Refer to your 21xx ATM device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Device Settings 1. Right-click the ATM device in the right pane and then click Device Settings. The Device Settings - [21xx ATM] form (Figure 6-42) appears. Figure xx ATM Device Settings 2. Select the Default date format for the ATM device. 3. Under Cassette Configuration, specify the denominations for cassettes. 4. Click OK to save the device settings details. Document Rev /09

92 IDM Configuration Adding a 2066 ATM Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to 2066 ATM device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device.The Add New Device form (Figure 6-43) appears. 2. Select 2066 ATM from the Select Device list. Figure 6-43 Adding a 2066 ATM Device 3. Enter the COM Port Number to which the device is connected. Refer to your 2066 ATM device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding a Wayne Nucleus Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to Wayne Nucleus device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-44) appears. Figure 6-44 Adding a Wayne Nucleus Device 92

93 IDM Reference Guide 2. Select Wayne Nucleus from the Select Device list. 3. Enter the COM Port Number to which the device is connected. Refer to your Wayne Nucleus device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Device Settings Transaction types of the Wayne Nucleus device can be configured and mapped to IDM action codes. 1. Right-click the Wayne Nucleus device in the right pane and click Device Settings. The Device Settings - [Wayne Nucleus] form (Figure 6-45) appears. 2. Enter the event or transaction under the Prose column and enter the corresponding action code under the Action column (double-click the row and type). 3. Click Apply and then click OK to save the details of the transaction and its corresponding action codes. Figure 6-45 Wayne Nucleus Device Settings Adding a Honeywell MRSP Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to a Honeywell MRSP device (see Enabling Ports on the Local Machine, page 20). Document Rev /09

94 IDM Configuration 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-46) appears. Figure 6-46 Adding a Honeywell MRSP Device 2. Select Honeywell MRSP from the Select Device list. 3. Enter the Port Number to which the device is connected. Refer to your Honeywell MRSP device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding a Honeywell Data Interface Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to a Honeywell Data Interface Device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-47) appears. Figure 6-47 Adding a Honeywell Data Interface Device 2. Select Honeywell Data Interface from the Select Device list. 3. Enter the Port Number for connecting to the device. Refer to your Honeywell Data Interface device documentation for more information. 4. Enter the server name or its IP address of the Honeywell Data Interface server in the Server Name / IP Address field. 5. Click OK to save the details and close the form, or 94

95 IDM Reference Guide Click Cancel to exit without saving the device details. Adding a Radiant Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to a Radiant device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-48) appears. Figure 6-48 Adding a Radiant Device 2. Select Radiant from the Select Device list. 3. Enter the Port Number for connecting to the device. Refer to your Radiant device documentation for more information. 4. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding an NCR Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the UDP Ports for connecting to an NCR device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-48) appears. Document Rev /09

96 IDM Configuration Figure 6-49 Adding an NCR Device 2. Select NCR LAN Capture from the Select Device list. 3. For the UDP Listen Port Number, refer to your NCR documentation. 4. Type the name of the NCR server in Server Name / IP Address. 5. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding a NetPit (ATM) Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to a NetPit device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-50) appears. Figure 6-50 Adding a NetPit (ATM) Device 2. Select NetPit (ATM) from the Select Device list. 3. Enter the COM Port Number to which the device is connected. Refer to your NetPit (ATM) device documentation for more information. 4. In Baud Rate, select the speed in which data packets are to be transmitted from the NetPit device to IDM. 5. In Data Bits, select the number of bits used for representing one character of data. 96

97 IDM Reference Guide Note While transmitting ASCII text through a modem, seven or eight bits may be used. 6. In Parity, set the parity as even or odd. Note A parity bit is a binary digit that indicates whether the number of bits with value of one in a set of bits is even or odd. Parity bits are used as the simplest error detecting code. An even parity bit is set to 1 if the number of ones in a given set of data bits is odd (making the number of ones even). An odd parity bit is set to 1 if the number of ones in a given set of data bits is even. 7. In Stop Bits, select the number of stop bits. Note In serial communications, where each bit of the data is transmitted in sequence, stop bits are extra (1) bits which follow the data and any parity bit. 8. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding a Pinnacle Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to a Pinnacle device (see Enabling Ports on the Local Machine, page 20). Document Rev /09

98 IDM Configuration 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-51) appears. Figure 6-51 Adding a Pinnacle Device 2. Select Pinnacle (PCATS) from the Select Device list. 3. For the Port Number, type a TCP/IP port number. 4. For the Terminal Number Format. and the Password, refer to the Pinnacle documentation. 5. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Adding a MAXPRO Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the Serial Ports for connecting to a MAXPRO device (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form (Figure 6-52) appears. Figure 6-52 Adding a MAXPRO Device 2. Select Maxpro from the Select Device list. 3. Enter the COM Port Number to which the device is connected. Refer to your MAXPRO device documentation for more information. 98

99 IDM Reference Guide 4. In Baud Rate, select the speed in which data packets are to be transmitted from the NetPit device to IDM. 5. In Data Bits, select the number of bits used for representing one character of data. Note While transmitting ASCII text through a modem, seven or eight bits may be used. 6. In Parity, set the parity as even or odd. Note A parity bit is a binary digit that indicates whether the number of bits with value of one in a set of bits is even or odd. Parity bits are used as the simplest error detecting code. An even parity bit is set to 1 if the number of ones in a given set of data bits is odd (making the number of ones even). An odd parity bit is set to 1 if the number of ones in a given set of data bits is even. 7. In Stop Bits, select the number of stop bits. Note In serial communications, where each bit of the data is transmitted in sequence, stop bits are extra (1) bits which follow the data and any parity bit. 8. Click OK to save the details and close the form, or Click Cancel to exit without saving the device details. Device Settings 1. Right-click the MAXPRO device in the right pane and then click Device Settings. The Device Settings - [Maxpro] form appears. 2. To filter the terminals from which data is sent to the MAXPRO device, click the Terminal Filter tab. The Device Settings - [Maxpro] form (Figure 6-53) appears. a. Select the terminals from the Available list and click >. Alternatively, click >> to select all the terminals. b. Click Apply to save the terminal details. Document Rev /09

100 IDM Configuration Figure 6-53 MAXPRO Device Settings Terminal Filter 3. To map the data format to the MAXPRO variables, click the Max variables tab. The Device Settings - [Maxpro] form (Figure 6-54) appears. Figure 6-54 MAXPRO Device Settings Max Variables a. In the Text Message box, enter the variable through which text messages are to be sent to the MAXPRO device. b. In the Unit / Till ID box, enter the variable for the terminal number. c. In the Transaction type box, enter the variable for the transaction type code number. d. In the Alarm ID box, enter the variable for the alarm ID. e. Click Apply to save the details of the MAXPRO variables. 100

101 IDM Reference Guide Examples: #0[&90== SIGN IN: #0[&90== Coke 4. To select the types of POS transactions that need to be sent to the MAXPRO device, click the Action Codes tab. The Device Settings - [Maxpro] form (Figure 6-55) appears. Figure 6-55 MAXPRO Device Settings Action Codes a. Select the Enable check box to select the action code for the POS transactions. b. Click Apply to save the details of the action codes. Adding a Retalix ScanMaster Interface ATTENTION If the local machine is protected by a firewall, ensure that you enable the Ports for connecting to a Retalix Scanmaster server (see Enabling Ports on the Local Machine, page 20). Realix ScanMaster is a file-based interface where IDM might need to access network share to get to Retalix files. This section explains how to set up IDM to access network share on a Windows domain/workgroup and across workgroup and domain. IDM PC and Retalix PC Are Both Placed In Windows Domain IDM service (IDM server) needs to run with Windows domain account to access network share (Windows security policy). To run IDM service with a Windows domain account, configure the IDM server PC: Document Rev /09

102 IDM Configuration 1. Go to Start Settings Control Panel Administrative Tools Services. 2. Right-click Honeywell IDM Master Server or Honeywell IDM Server service, then click Stop Service. 3. Right-click Honeywell IDM Master Server or Honeywell IDM Server service, then click Properties. Figure 6-56 IDM Master Server/IDM Server Services 4. Click the Log On tab, and then select This account. 102

103 IDM Reference Guide Figure 6-57 IDM Server Log On Tab 5. Enter a valid Windows domain account that has security permissions to access the share. 6. Click OK. 7. Right-click Honeywell IDM Master Server or Honeywell IDM Server to start the service. IDM PC and Retalix PC Are Both Placed in a Workgroup 1. Go to Start Settings Control Panel Administrative Tools Services. 2. Right-click Honeywell IDM Master Server or Honeywell IDM Server service, then click Stop Service. 3. Right-click Honeywell IDM Master Server or Honeywell IDM Server service, then click Properties. 4. Click the Log On tab, and then select This account. 5. Enter a common user account and password for both the systems. They must be identical. 6. Click OK. 7. Right-click Honeywell IDM Master Server or Honeywell IDM Server to start the service. Document Rev /09

104 IDM Configuration Adding a Ballys Slot Machine Interface ATTENTION If the local machine is protected by a firewall, ensure that you enable the UDP Ports for connecting to a Ballys server (see Enabling Ports on the Local Machine, page 20). The IDM interface to a Ballys slot machine enables an end-user to analyze the data coming in from the slot machine server. 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device, OR Select the Add New Device tab. The Add New Device form (Figure 6-52) appears. Figure 6-58 Adding a Ballys Device 2. Select Ballys from the Select Device drop-down list. 3. In the Port Number field, type the appropriate TCP/IP port number. 4. Enter the Server Name / IP Address and Rec. Terminator information obtained from the documentation that came with your Ballys device. 5. Click OK to save the details and close the form. Click Cancel to exit without saving your changes. Configuring the Ballys Device 1. In the Device column, right-click Ballys to activate the device option list. 104

105 IDM Reference Guide Figure 6-59 Ballys Device Configuration 2. Select Device Settings. Figure 6-60 Ballys Device Settings 3. Select (enable) as many of the real-time events that you want IDM to capture from the Ballys server. De-select (disable) those events you do not want IDM to capture. 4. To edit an event: a. Right-click an event in the Event Description column. b. Select Edit from the list of options. c. Modify the event description of a specific action code as desired (see the example in Figure 6-61). Document Rev /09

106 IDM Configuration d. Ensure the event is enabled. e. Click OK. Figure 6-61 Editing Events Enabled on a Ballys Device 5. To add a new event to a Ballys device: a. Right-click an event in the Event Description column. b. Select Add from the list of options. c. Fill in the Event Code, Event Description, and Action Code fields. d. Ensure the event is enabled. e. Click OK. 106

107 IDM Reference Guide Figure 6-62 Adding New Events to a Ballys Device 6. Click OK three times to return to the Device Configuration screen. Configuring and Monitoring People Count Terminals Honeywell Video Analytics (HVA) servers can be connected to IDM to allow people-counting. Pre-configuration 1. If you plan to connect many Honeywell Video Analytics (HVA) people-counting servers, do not use the same channel ID on different HVA servers. In IDM, the same channel ID from different servers will appear to have the same default terminal name. For instance, if Channel 1 exists on multiple HVA servers, you must first re-sequence the channel IDs on the HVA servers to avoid duplicate IDs, and then configure IDM. 2. Synchronize the time of the IDM server and the HVA server(s) to a common time server. Either use one of them as the time server, or have both IDM server and HVA servers synchronize to the time server using SNTP. Synchronization ensures consistency between counting reports generated by IDM and the HVA reporting tool. Document Rev /09

108 IDM Configuration Adding an ActiveEye Device ATTENTION If the local machine is protected by a firewall, ensure that you enable the UDP Ports for connecting to an IGT server (see Enabling Ports on the Local Machine, page 20). 1. Right-click the Devices option under the server for which the devices must be configured and then click Add New Device. The Add New Device form appears. 2. Select ActiveEye (Overhead Count). See Figure Figure 6-63 Adding an ActivEye Device Adding an HVA Terminal IDM discovers terminals (PC Cameras) as transaction data arrives. If there is no transaction the terminal does not show up in IDM, and you cannot add the terminal to the terminal group. For HVA, have someone on site walk back and forth, in and out of camera range, to produce people counting events. Do this for every terminal in each group. Note If adding or deleting terminals from a group does not produce correct results, restart IDM, or reboot the IDM server. 108

109 IDM Reference Guide 1. Add an ActivEye Terminal Group, using either the navigation tree as in Figure 6-64, or the Terminal group pane as in Figure Figure 6-64 Adding a Terminal Group: Using the Navigation Tree. Figure 6-65 Adding a Terminal Group: Right-clicking the Terminal Group Pane. Document Rev /09

110 IDM Configuration 2. Map the cameras, following the example in Figure Figure 6-66 Mapping IDM Cameras with Active Eye Logical Group. 3. The Adjustment Factor is used to adjust the count in IDM by a factor ranging from 0.1 to 1. If cameras have overlapping views or they are not calibrated for people counting in a wide entrance, the system may over-count. If the People Counter is properly configured with calibrated cameras, leave the Adjustment Factor set to 1. Figure 6-67 Adjustment Factor. 110

111 IDM Reference Guide Testing HVA People Counting Figure 6-68 Monitoring Video in Live Screen with Terminal Group Selected. 1. Verify that live counting events (people counted as entering, people counted as exiting) appears in the Live view on IDM as they occur. Also verify that the live counts display are refreshed correctly in IDM for the selected Terminal Group, according to the user specified Since time. 2. Verify that the reports generated in IDM match the reports generated by HVA Reporting Tool for the same group of terminals (or cameras) over the same search time period. Note If adding or deleting terminals from a group does not produce correct results, restart IDM, or reboot the IDM server. Document Rev /09

112 IDM Configuration Configuring Terminals IDM monitors the point-of-sales transactions happening at the terminals on your site. Terminals are equipment from which the POS transaction details originate, to be monitored and logged by the IDM database. Use the following forms to configure terminals in IDM. Configuring new terminals can be done in three ways: By adding a terminal to a device By adding a terminal using the Terminals option in the left pane TIP Using the first option for adding a terminal enables the automatic mapping of device to terminal. By using the automatic discovery option for discovering terminals Note IDM automatically discovers the terminals that are connected to the devices and lists them in the Terminals screen. This option is available for all device types except for InfoGenesis. Adding a New Terminal for a Device REFERENCE-INTERNAL See Configuring Devices on page 78 if you are adding a terminal but have not added any devices yet. 1. Select the Server Management option in the navigation pane of the Integrated Data Manager [Configuration] window. 2. Click the + sign next to the server that requires device-terminal mapping. 3. Click Devices. The list of devices configured for the server is displayed on the right pane. 4. Right-click the device and select Add Terminals. The Add Terminals form (Figure 6-69) appears. 112

113 IDM Reference Guide Figure 6-69 Mapping Terminals to a Device 5. Enter the terminal numbers to be added in the From and To boxes, under Terminals. 6. Specify a name for the terminals in the Start Terminal name with field. The Terminal Number is automatically added to the end of the Terminal Name. Note The system assigns unique names to the terminals by adding the Terminal Numbers in the terminal range to the Terminal Name. 7. Click OK to save the details and close the form, or Click Cancel to exit without saving the details. Adding a New Terminal Using the Terminals Option 1. Select the Server Management option in the Navigation pane on the Integrated Data Manager [Configuration] screen. 2. Right-click Terminals under the server for which you want to add new terminals and then select Add New Terminal. The Add New Terminal form (Figure 6-70) appears. Document Rev /09

114 IDM Configuration Figure 6-70 Adding a New Terminal 3. Enter the Terminal Number. 4. Enter the Terminal Name. Cameras that are already mapped to the DVRs of the server are listed in the Cameras Available field. 5. If you need to map cameras to the terminal, select the available cameras listed in the Cameras Available box and click. Alternatively, click to map all the listed cameras (up to a maximum of three, if more are available, the first three are selected) to the terminal. Note You can map a maximum of three cameras to one terminal. You can view the images captured by these cameras in the Live Video window. 6. Click OK to save the details and to close form, or Click Cancel to exit without saving the terminal details. Finding a Terminal in the Terminal List 1. Right-click the Terminals option in the navigation pane. The Terminals form appears. 2. In the tool bar, click the icon. The Find Terminal form (Figure 6-71) appears. 114

115 IDM Reference Guide Figure 6-71 Find Terminal 3. Type all or part of the search criteria in the Find what box. 4. Under Fields to Look for, select the field(s) to be matched with the criteria: Terminal Number: The terminal number to be matched with the criteria. Terminal Name: The terminal name to be matched with the criteria. Note If you have selected multiple fields for search, the criterion is matched with every selected field. 5. Under Direction, select Up or Down to continue searching upwards or downwards in the terminal list. 6. Select the Match Case check box to match the case while carrying out the search. 7. Click Find Next. The most matching search result is highlighted in the list. Clicking Find Next repeatedly searches through the entire list and highlights the results of the subsequent searches. Sorting the Terminal List 1. Click the field name based on which you want to sort the terminal list. Figure 6-72 Terminal List Sorting An up arrow or a down arrow appears next to the field. An up arrow indicates that the terminal list is sorted in an ascending order and a down arrow indicates that the terminal list is sorted in a descending order. 2. Click the field name repeatedly to toggle between the ascending and descending order. Document Rev /09

116 IDM Configuration Exporting the Terminal List 1. In the Terminal form, click Export Terminals... The Save As dialog box appears. 2. Type a File name for the terminal list and click Save. The terminal list is saved in an HTML format. Mapping Terminals and Cameras Mapping terminals and cameras is essential to capture the video as well as the transaction details of a point-of-sales transaction. You can either map terminals to a camera or cameras to a terminal. Mapping Terminals to a Camera 1. Select the DVR in the Integrated Data Manager [Configuration] window. 2. Click a DVR to retrieve the cameras on the right pane. 3. Right-click the camera to be edited and then select Edit... Figure 6-73 Editing Camera Details The Edit Camera form (Figure 6-74) appears. 116

117 IDM Reference Guide Figure 6-74 Mapping Camera to Terminal 4. Select the terminals to be mapped from the Terminals Available list and click to add one terminal or to add all the terminals to the Selected list. Note You can map only a maximum of three terminals to one camera. 5. Click OK to save the changes and close the form, or Click Cancel to exit without saving the changes. Note You are also provided with the option of mapping terminals to a camera while adding a new camera to a DVR. However this is possible only if you have previously configured terminals for the server. Mapping Cameras to a Terminal 1. Click Terminals under Server Management in the Integrated Data Manager [Configuration] window. The list of terminals already configured in the server is displayed on the right pane. 2. Right-click the camera to be edited and then click Edit... Document Rev /09

118 IDM Configuration Figure 6-75 Editing a Terminal The Edit Terminal form (Figure 6-76) appears. Figure 6-76 Mapping Cameras to a Terminal 3. Select the cameras to be mapped from the Cameras Available list and click to add one camera or to add all the cameras to the Selected list. Note You can map only a maximum of three cameras to one terminal. 4. Click OK to save the changes and close the form, or Click Cancel to exit without saving the changes. Note You are also provided with the option of mapping cameras to a terminal while configuring a new terminal. However, this is possible only if you have previously configured cameras to a device. 118

119 IDM Reference Guide Configuring Exceptions You can configure exceptions to automatically capture and highlight any abnormal or suspicious POS transactions. Exceptions can be configured for specific action codes that have been pre-defined in the system or for any user-defined text. For example, you can configure an exception to be captured when the cash tendered in a transaction is greater than $1000. When IDM encounters such a transaction, it captures it as an exception and displays it on the Exception window for monitoring purposes. You can also save the configured exceptions as an XML file for easy retrieval. REFERENCE-INTERNAL See Chapter 9, Monitor Exceptions for details on efficiently monitoring exceptions. Setting Exceptions for POS Transactions 1. Select the Exceptions tab in the left pane under Navigation. The Exceptions form (Figure 6-77) is displayed on the right pane. 2. Select the Terminal Type for which alarms need to be configured. Options are POS (point-of-sales) or ATM (automated teller machine). The next two sections explain the two methods of adding exceptions, either as an action code (Setting Exceptions for Action Codes, page 120) or as user-defined text (Setting Exceptions for User-Defined Text, page 121). Document Rev /09

120 IDM Configuration Figure 6-77 Configuring POS Exceptions Setting Exceptions for Action Codes 3. Set the Exception Type field as ActionCode Exception. The pre-defined action codes are now listed in the Text / Code list. 4. Select from the Text / Code drop-down menu, the action code for which the exception will be defined. 5. Select from the Condition drop-down menu, the relational operator for defining the exception for the selected action code. Options are Any, > (Greater Than), < (Less Than), = (Equal), and!= (Not Equal). 6. Specify the amount or the value in the Amount field. Example: You can add a rule such as (TT) Total Amount > (Greater Than) dollars as the exception condition. This rule would mark exceptions where the purchase total is greater than $ Click Add to add the exception to the list of exceptions. 120

121 IDM Reference Guide Setting Exceptions for User-Defined Text 3. Set the Exception Type field as Text Exception. 4. Type the user-defined text in the Text / Code field. 5. Select from Condition, the relational operator for defining the exception. Options are Any, > (Greater Than), < (Less Than), = (Equal), and!= (Not Equal). 6. Specify the amount or the value in the Amount field. 7. Click Add to add the exception to the list of exceptions. The configured exception is now displayed in the Exceptions form grid. Figure 6-78 Exceptions Form Grid Document Rev /09

122 IDM Configuration Setting Exceptions for ATM Transactions 1. Select the Exceptions tab in the navigation pane. The Exceptions form (Figure 6-79) is displayed in the right pane. Figure 6-79 Configuring ATM Exceptions 2. Select the Terminal Type for which alarms need to be configured as ATM (automated teller machine). The pre-defined action codes are now listed in the Code list. 3. Select from the Code drop-down menu, the action code for which the exception will be defined. 4. Select from the Condition drop-down menu, the relational operator for defining the exception for the selected action code. Options are Any, > (Greater Than), < (Less Than), = (Equal), and!= (Not Equal). 5. Specify the amount or the value in the Amount field. 6. Click Add to add the exception to the list of exceptions. 122

123 IDM Reference Guide Saving and Loading Exceptions Click Load From File if you want to load previously saved exceptions for the server. Click Save to File if you wish to save the exceptions to an XML file. Editing an Exception 1. Click to highlight the exception in the lower half of the window. 2. Click Edit. The fields on the upper half of the window are now filled with the details of the selected exception. 3. Modify the fields and click Apply to save the changes, or Click Cancel to discard the changes. Enabling, Editing, Resetting, Deleting and Saving Exceptions To enable or disable an exception, use the Enabled check box. Note IDM captures only the enabled exceptions. To delete an exception, select it and click Delete. To reset the Exception form to its previous state, click Reset. To save the exceptions to the database, click Save. Configuring Terminal Groups You can configure terminal groups to aid in viewing the transaction and image details of a specific set of terminals. You can group terminals for any user-defined criteria. For example, terminals can be grouped based on the floor in which they are installed or based on the product sections in a shopping complex which is catering to multiple product lines. A terminal group can be configured with terminals across multiple servers. You can create a terminal group by assigning a unique name for the group and by grouping the desired terminals together. The terminal groups configured here are made available in the Live Video screen, for viewing POS transactions by Terminal Groups. Document Rev /09

124 IDM Configuration Adding a New Terminal Group 1. Right-click the Terminal Group option in the left pane of the Integrated Data Manager [Configuration] window and then select Add New Terminal Group.... The Add New Terminal Group form (Figure 6-80) appears. Figure 6-80 Adding a New Terminal Group 2. Enter a unique name for the group in the Group Name field. 3. Enter the description of the terminal group in the Description field. 4. Select the server for which terminal groups will be created in the Server field. The terminals available for the selected server are listed in the Available box. 5. Select the terminals to be grouped and click to add the terminals one by one or click to add all the terminals to the group. 6. You can use or to change the order of the terminals in the Selected group. Note The transaction and the image details are displayed in the Live Video screen based on the order of the terminals in the group. If you have modified the order of the terminals in the group, ensure that you also click Refresh ( ) in the live video screen to view the images in the updated order. 7. Click OK to save the terminal group and close the form, or Click Cancel to exit without saving the terminal group. 124

125 IDM Reference Guide Configuring Camera Groups You can configure camera groups to aid in viewing the transaction and image details of a specific set of cameras. You can group cameras for any user-defined criteria. For example, cameras can be grouped based on the floor in which they are installed or based on the product sections in a shopping complex which is catering to multiple product lines. A camera group can be configured with cameras across multiple servers. You can create a camera group by assigning a unique name for the group and by grouping the desired cameras together. The camera groups configured here are made available in the Live Video screen, for viewing POS transactions by Camera Groups. Adding a New Camera Group 1. Right-click the Camera Group option in the left pane of the Integrated Data Manager [Configuration] window and then click Add Camera Group.... The Add New Camera Group form (Figure 6-81) appears. Figure 6-81 Adding a Camera Group 2. Enter a unique name for the group in the Group Name field. 3. Enter the description of the camera group in the Description field. 4. Select the server for which camera groups will be created in the Server field. The cameras available for the selected server are listed in the Available box. 5. Select the cameras to be grouped and click to add the cameras one by one or click to add all the cameras to the group. 6. You can use or to change the order of the cameras in the Selected group. Document Rev /09

126 IDM Configuration Note The transaction and the image details are displayed in the Live Video screen based on the order of the cameras in the group. If you have modified the order of the cameras in the group, ensure that you also click Refresh ( ) in the live video screen to view the images based on the updated order. 7. Click OK to save the camera group and close the form, or Click Cancel to exit without saving the camera group. 126

127 7 Roles and Users This chapter explains how to set up users and user privileges. Configure Roles IDM supports the following roles: Role Table 7-1 Function User Role User Management Server Management Search Clip Creation Add, modify, delete new roles and users Add, modify, delete DVRs, terminals, devices, cameras and other server settings Search for any transaction and display them in IDM Record video clips Adding a New Role To add a new role for gaining access to the following functions in IDM: 1. Right-click Roles under the User Management option on the left pane in the Integrated Data Manager [Configuration] window and then click Add New Role. The Add New Role form (Figure 7-1) appears. Document Rev /09

128 Roles and Users Figure 7-1 Adding a New Role 2. Enter a name for the role to be added in the Role field. 3. Enter the Description of the role. 4. Under Privileges, select any/all of the following check boxes to grant privileges to the role: User Management Server Management Search Clip Creation See Table 7-1 for a description of the privileges. 5. Click OK to save the role and close the form,or Click Cancel to exit without saving the changes. Configure Users You can configure users for the IDM in the following ways: By importing windows users By manually adding a new user Importing Windows Users This option allows you to import the user details from the Windows operating system into the IDM ADSI (Active Directory Service Interface). IDM does not require such users to enter their log on details to access the application. The default Windows log on name and password is considered for logging on to IDM. 1. Select Users under the User Management option on the left pane in the Integrated Data Manager [Configuration] window and then click Import Users. The Import Users form (Figure 7-2) appears. 126

129 IDM Reference Guide Figure 7-2 Importing Windows Users 2. Under Select Users from this location, select the trusted domain from which the windows users will be imported. 3. Enter all or part of the name of a windows user in the Name starts with field. 4. Click Query to search for and retrieve the user information. The logon names of the queried windows users, along with their display names are retrieved in the grid below. 5. Select the user and click Add to List. The selected users are now listed out under Selected Users and the Next button is enabled. 6. To remove a windows user from the list, select the user in the Selected Users list and then click Remove. 7. Click Next>>. The second Import Users form (Figure 7-3) appears. Document Rev /09

130 Roles and Users Figure 7-3 Importing Windows Users (Continued) The default logon names of the selected windows users are displayed in the Login Name box. Note You can change the login name as needed or leave the default logon name. 8. In the Assigned Role list, select the role to be assigned to the user(s). 9. Enter a Description for the user(s). 10. In the Servers box, select the servers to which the windows user(s) can gain access. 11. Select the Disable Account check box, if you wish to disable this user account. 12. Click OK to save the details of the users and close the form, or Click Cancel to exit without saving the user information. Adding a New User 1. Right-click Users under the User Management option on the left pane in the Integrated Data Manager [Configuration] window and then click Add New User. The Add New User form (Figure 7-4) appears. 128

131 IDM Reference Guide Figure 7-4 Adding a New User 2. Enter the First Name of the user to gain access to IDM. 3. Enter the Last Name of the user to gain access to IDM. 4. Enter the Login Name that the user needs for accessing IDM. 5. Enter the Password that the user needs for accessing IDM. 6. Re-enter the password in the Verify Password text box. 7. Assign a role to the user by selecting one from the Assigned Role drop-down menu. 8. Enter a Description for the user. 9. Select any of the Server check boxes to which the user can gain access. 10. Select the Account Disabled check box to disable this user account. 11. Click OK to save the details of the user and close the form, or Click Cancel to exit without saving the user information. Document Rev /09

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133 8 Live Video This chapter explains how to view details of POS and ATM transactions, along with live video. You can view video by terminal group or camera group. You can also bookmark video for later retrieval. Viewing Live Video Once the initial configuration is finished, you can start viewing the details of the POS and ATM transactions along with the images. Document Rev /09

134 Live Video Figure 8-1 Viewing Live Video for POS Transactions The details of the POS transactions The camera image 1. Close the Integrated Data Manager [Configuration] window. 2. Click the Live Video tab. The IDM Live Video window (Figure 8-1) appears. Use the controls described in Table 8-1 to work with the video. 132

135 IDM Reference Guide Figure 8-2 Viewing Live Video for ATM Transactions Figure 8-3 Playback Controls Table 8-1 User Interface Controls Control Description Plays the video that was recorded 20 seconds before the current time. Rewinds the video at a normal pace (at 2x speed). Clicking this button repeatedly will rewind the video at an increasing pace of 4x, 8x... up to a maximum speed of 32x speed. Note On clicking the Rewind and Fast Forward options, IDM goes into the playback mode. Plays the video that was recorded 20 seconds from the current time. Fast forwards the video at a normal pace (at 2x speed). Clicking this button repeatedly will forward the video at an increasing pace of 4x, 8x... up to a maximum speed of 32x speed. Note On clicking the Rewind and Fast Forward options, IDM goes into the playback mode. item in list of transactions Playback recorded video from the time of a transaction, by double-clicking the item in the transaction list. To return to Live video, see the button listed next, in this table. Returns to the live video mode. Document Rev /09

136 Live Video Table 8-1 User Interface Controls (cont d) Control Description Starts recording a clip. Click again to stop recording. Refer to Chapter 13, Record and Play Video Clips for help on recording clips. Allows you to play back clips recorded during a specific time period. See Viewing Recorded Clips from a Specified Time, page 134 for more information. Refreshes the user interface to reflect the any configuration or setting changes. Bookmarks any of the transactions in the IDM window for later retrieval. See Bookmarking Video for Retrieval, page 134 for more information. Use the multiple camera option drop-down list when you are viewing by terminal groups. Select the camera you want to view video from. All cameras belonging to the selected terminal are listed out in this field. If you are viewing by camera, this button will change to a list of terminals. Use the multiple terminal option drop-down list when you are viewing by camera groups. Select the terminal you want to view video from. All terminals belonging to the selected camera are listed out in this field. If you are viewing by terminal, this button will change to a list of cameras. Viewing Recorded Clips from a Specified Time There are many ways to find video and the transaction data that goes with it. One is to play back clips recorded during a specific time period: 1. Click and then click the drop down arrow that appears ( ). A date and time box (Figure 8-4) scrolls out from the icon. Figure 8-4 Date and Time Box 2. Select the date and time for playing back a clip. 3. Click the icon to start playing the clip. The video recorded during the selected date and time is now played back with any corresponding transaction data. Bookmarking Video for Retrieval To bookmark any of the transactions in the IDM window for later retrieval: 134

137 IDM Reference Guide 1. Select the transactions to be bookmarked from the transaction window and click Bookmark ( ). Hold Ctrl on your keyboard to select more than one transaction. The Bookmark message box (Figure 8-5) appears. Figure 8-5 Entering Comments on Bookmarking 2. Enter a Comment for the bookmark, if necessary. 3. Click OK to bookmark the transaction or click Cancel to exit without completing the bookmark. The bookmarked transactions are now saved for later retrieval. REFERENCE-INTERNAL Refer to Chapter 12, Bookmarks for help on viewing bookmarked transactions. Viewing by Terminal Group You can view the video and the transaction details of the POS transactions happening at a specific terminal in a terminal group using the View By option in the Live video window. 1. In the Live video window, select Terminal Groups from the View By list. The configured terminal groups are listed out in the Groups list. 2. Select the terminal group from the Groups list. The terminals belonging to the selected group are listed in the Group Items list. 3. Select the terminal from the Group Items list. The following information is displayed in the Live Video window: The transaction details and video of the selected terminal are displayed in the upper half of the window (see Figure 8-7 for an example). Three video displays of the terminals listed in the Group Items field are in the lower half of the window. If you have chosen the multi-camera view, the names of the remaining terminals in the terminal group are listed out at the top right corner of the video displayed in the lower half of the window. Click the arrow (see Figure 8-6) to select and view the video of any other terminal in the selected terminal group. Document Rev /09

138 Live Video Figure 8-6 Multi-camera View Option for a Terminal Group If the selected terminal has been configured with more than one camera, the names of those cameras are listed in. 4. Select the camera from to view its video. Figure 8-7 Selecting the Camera The video of the selected camera is now displayed in the top left corner of the window. To change the camera display in the lower half of the window: 5. Click the arrow in the top left corner of the video display to select and view the video captured at any other terminal in the selected terminal group. 6. Click Previous to view the camera displays of the preceding three terminals listed under Group Items. 7. Click Next to view the camera displays of the succeeding three terminals listed under Group Items. 136

139 IDM Reference Guide Viewing by Camera Group You can view the video and the transaction details of the POS transactions for a specific camera in a camera group using the View By option in the Live video window. 1. In the Live Video window, select Camera Groups from the View By list. The configured camera groups are listed out in the Groups list. 2. Select the camera group from the Groups list. The cameras belonging to the selected group are listed in the Group Items list. 3. Select the camera from the Group Items list. The following information is displayed in the Live Video window: the video of the selected camera and the transaction details recorded at the terminal which the camera is watching are displayed in the upper half of the window (see Figure 8-9 for an example). the videos of three more cameras listed out in the Group Items are displayed in the lower half of the window. if you have chosen the multi-camera view, the names of the remaining cameras in the camera group are listed out at the top right corner of the video in the lower half of the window. Click the arrow (see Figure 8-8) to select and view the video of any other camera in the selected camera group. Figure 8-8 Multi-camera View Option for a Camera Group if the selected camera has been configured with more than one terminal, then the names of the other terminals are listed in. 4. Select a terminal from to view its transaction details. Document Rev /09

140 Live Video Figure 8-9 Selecting the Terminal The transaction details of the selected terminal are now displayed. To change the camera display in the lower half of the window: 5. Click the arrow in the top left corner of the camera display to select and view the video of any other camera in the selected camera group. 6. Click Previous to view displays of the preceding three cameras listed under Group Items. 7. Click Next to view displays of the succeeding three cameras listed under Group Items. Multiple Views of the Live Video Window Use the following icons (Figure 8-10) to change the layout of the IDM user interface. Figure 8-10 Live View Icons 138

141 IDM Reference Guide Multi Camera View Click to view the video and the transaction details of the selected terminal or camera on the upper half of the IDM window and to view the video of other connected cameras in the lower half of the window. Single Camera View Left Click to view the video and the transaction details of the selected camera or terminal in a vertical layout. This layout uses a larger section of the window for transaction details. Single Camera View Center Click to view the video and the transaction details of the selected camera or terminal in a horizontal layout. This layout is ideal if you use longer text strings for transaction descriptions and want to be able to read them as they appear on the screen. Toggle Between Large and Small Video Click to view a larger video image on the IDM window. The transaction details are not displayed and the Large Video icon changes to Small Video. Click to restore the video to its original display size and layout. You can also double-click the video to toggle between large and small video size. Document Rev /09

142 Live Video 140

143 9 Monitor Exceptions Exceptions are configured to monitor abnormal or suspicious transactions happening at the point-of-sale counters or ATM terminals. REFERENCE-INTERNAL See Configuring Exceptions, page 119 for help on setting up your exception definitions. When IDM encounters a transaction that has been configured as an exception, it highlights the transaction in red and displays it on the transaction window. You can use this live window to monitor the exceptions and also record a clip of the video that has been captured for the transaction. Figure 9-1 View Exceptions List for POS Transactions Document Rev /09

144 Monitor Exceptions Viewing Exceptions 1. Click the Exceptions tab in the IDM Live Video window. 2. Select the server for which you view the exceptions from the Server list box provided at the top right corner of the window. The exceptions encountered for all the action codes (Figure 9-1, above) and all the terminals at all the servers are listed out by default. To easily find the exception you are looking for, you can use the drop-down menus to select a specific Action Code or Terminal, and select the Terminal Type as POS (Figure 9-1) or ATM (Figure 9-2). This will confine the Exceptions in the list to those that match the updated criteria. For example, you can look for exceptions using only the action code TT (Total Amount) on Terminal 5, or on All Terminals. Figure 9-2 View Exceptions List for ATM Transactions 3. Select the Auto Scroll check box to prevent the exception information from being scrolled up as soon as a new exception is encountered. 4. To search for exceptions encountered within a specific time period: a. Click and then click the drop down arrow that appears ( ). A date and time box (Figure 9-3) scrolls out from the icon. 142

145 IDM Reference Guide Figure 9-3 Date and Time Box b. Select the date and time at which to view an exception. c. Click the icon. d. The video recorded for the exception, during the selected date and time, starts playing back along with the corresponding transaction data. 5. Click Save As... to save the list of exceptions as an HTML file. 6. To Bookmark an exceptions in the IDM window for later retrieval: a. Select an exception row or rows to be bookmarked and click. Hold Ctrl on your keyboard to select more than one transaction. The Bookmark dialog box (Figure 9-4) appears. Figure 9-4 Entering Comments about Bookmarks b. Enter a Comment for the bookmark, if necessary. c. Click OK to bookmark the transaction, or Click Cancel to exit without completing the bookmark. The bookmarked transactions are now saved for later retrieval. Note You can view the bookmarked transaction in the Bookmark window. REFERENCE-INTERNAL See Chapter 12, Bookmarks for more information on viewing bookmarked transactions. Document Rev /09

146 Monitor Exceptions 7. Record clips for videos captured as exceptions: a. Double-click the exception transaction for which a clip needs to be recorded. Alternatively, you can right-click the transaction, and then click View in the context menu. b. IDM plays the video that has been captured as a part of the transaction. c. Click Start Clip. d. When the clip is over, click Stop Clip. e. In the Save Clip dialog box (see Figure 9-5), click Browse... to select a location to save the clip in. Enter any necessary Comments. Figure 9-5 Save Clip Dialog Box f. Click OK to save the clip, or Click Cancel to exit without saving the clip. REFERENCE-INTERNAL Refer to Chapter 13, Record and Play Video Clips for more information on recording clips. 144

147 Searching for and Reporting Transactions 10 This chapter explains how to search the IDM database for different kinds of transactions and work with the results of these searches. The types of transactions you can search for include: Transaction Type See... POS page 146 ATM page 149 Slot page 152 Coin Counter page 153 People Counter page 155 IDM retrieves the search results based on the criteria entered. After you have found your desired results, you can: Activity See... Generate a Report page 157 a Report page 158 Record Clips page 161 Save Search Criteria page 161 Clear Search Criteria page 162 Searching for Transactions From the search window, you can generate reports for the search results and you can save the search criteria for generating reports at a later point in time. Click Search in the right pane of the IDM window. The Search form (Figure 10-1) appears. Document Rev /09

148 Searching for and Reporting Transactions Figure 10-1 Searching for Transactions Search for POS Transactions From the search window, you can generate reports for the search results or you can save the search criteria for generating reports at a later point in time. Search for POS transactions using pre-defined filter criteria such as: The terminal type The server from which the transaction needs to be retrieved The operator of the transaction The transaction terminal The action code of the transaction Any text defined by you, which is being recorded as a part of the transaction In addition to searching for these individual criteria, you can also combine multiple criteria into a Boolean search for POS Transactions searches (see Entering Search Criteria on page 147). 146

149 IDM Reference Guide Entering Search Criteria 1. Select POS in the Terminal Type field. 2. Select the server from the Server List. Alternatively select the Server check box in the top-most row to select all configured servers. 3. Select the Operator. Alternatively select the box in the top-most row to select all operators. 4. Select the Terminal. Alternatively select the box provided in the top-most row to select all terminals. 5. From Search by Text, select the user-defined text to use for the search criteria. 6. Click. The POS Action Code(s) form appears. Figure 10-2 POS Action Code(s) Form a. Select the Action Code to search for. Alternatively, select All Action Codes to carry out a search for all action codes. Figure 10-3 Selection Action Code Form b. Select the relational operator for carrying out a search from the Modifier drop-down menu. You can select from Any Amount, Amount Greater Than, Amount Less Than, Amount Equal To, and Amount Not Equal To. c. Click to further refine your search by adding more search criteria. The Boolean Search options appear. Figure 10-4 Boolean Search Options Form Choose And to combine search criteria. Choose Or to exclude search criteria. And Choose text to enter searchable text. Document Rev /09